13F Filings History of Integrated Wealth Management
- Latest 13F filing
- Q1 2026 - 23 Apr 2026
- Latest reported 13F value
- $87,199,699
- Largest 13F holdings
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SPYM OCTW VUG SEPW SIXO DECU GSEP VTV DYNF XOM AAPL CORO
+8 more
IVW JANW SPTL IVE QUAL DECW ONEZ NVDA - Form 13F summary
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- Integrated Wealth Management Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- Integrated Wealth Management reported 95 equity holdings with a total reported market value of $87,199,699 for Q1 2026. Top reported holdings included SPYM, OCTW, VUG, SEPW, and SIXO.
- Manager signature
- Stephen Stanton Jackson - Chief Compliance Officer
- Manager location
- Uniontown, OH
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
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Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q1 2026
Latest value
$87,199,699
Quarter delta
-$1,755,586
Accepted
22 Apr 2026, 18:13
Rows shown
1-2 of 2
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q1 2026 | 95 | $87,199,699 | +$11,395,159 | -$11,429,460 | -$34,301 | SPYM, OCTW, VUG, SEPW, SIXO | 13F-HR | 22 Apr 2026, 18:13 |
| Q4 2025 | 92 | $88,955,285 | $0 | $0 | $0 | SPYM, VUG, OCTW, SIXO, SEPW | 13F-HR | 03 Mar 2026, 14:54 |