• 13F History

Integrated Investment Consultants, LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 14, 2025
Value $
$482M
Signature - Title
Dena Soule - Chief Compliance Officer
Location
Bloomfield Hills, MI
Summary
This page shows a list of all the recent 13F filings made by Integrated Investment Consultants, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Integrated Investment Consultants, LLC reported 296 stock holdings with total value $482M as of Q4 2024. Top holdings included IWF, IWP, SCHD, IWD, and IEFA.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 296 $482M +$115M -$38.7M +$76.6M IWF, IWP, SCHD, IWD, IEFA Restatement 2/14/2025, 01:25 PM
Q3 2024 404 $409M +$73.6M -$47.9M +$25.6M IWF, IWP, IWD, SCHD, IEFA 13F-HR 11/12/2024, 08:56 AM
Q2 2024 259 $348M $0 $0 IWF, IWP, IWD, SCHD, IEFA 13F-HR 7/19/2024, 11:12 AM
Q1 2024 259 $363M +$37.3M -$12.9M +$24.4M IWF, IWP, IWD, SCHD, IEFA 13F-HR 4/18/2024, 11:23 AM
Q4 2023 234 $316M +$30.8M -$19.2M +$11.5M IWF, IWP, SCHD, IWD, IEFA Restatement 5/28/2024, 11:31 AM
Q3 2023 225 $275M +$11.3M -$40.5M -$29.3M IWF, SCHD, IWP, IWD, IMCG Restatement 5/28/2024, 11:30 AM
Q2 2023 266 $316M +$13.5M -$23.5M -$9.99M IWF, SCHD, IWP, IWD, SKY 13F-HR 7/18/2023, 04:49 PM
Q1 2023 270 $318M +$20.9M -$17.2M +$3.69M IWP, IWF, IVV, SCHD, SKY 13F-HR 7/18/2023, 05:06 PM
Q4 2022 246 $296M +$53.1M -$20.8M +$32.3M IWP, SCHD, IWF, IVV, IWD 13F-HR 2/13/2023, 06:01 PM
Q3 2022 231 $252M +$19M -$18.3M +$717K IWF, IWP, IWD, IVV, SCHD 13F-HR 11/21/2022, 12:54 PM
Q2 2022 241 $277M +$20.1M -$24M -$3.85M IWF, IWP, IWD, IVV, SCHD 13F-HR 7/19/2022, 01:43 PM
Q1 2022 289 $358M +$40.5M -$27.2M +$13.2M IWF, IWP, IWD, IVV, IAU 13F-HR 5/16/2022, 11:17 AM
Q4 2021 294 $375M +$54.7M -$33.3M +$21.4M IWF, IWP, IWD, IVV, IAU 13F-HR 1/10/2022, 01:16 PM
Q3 2021 281 $341M +$19.6M -$12.5M +$7.1M IWF, IWP, IWD, GVI, IAU 13F-HR 10/28/2021, 12:56 PM
Q2 2021 280 $341M +$54.2M -$16.5M +$37.7M IWF, IWP, IWD, GVI, IAU 13F-HR 7/21/2021, 03:55 PM
Q1 2021 254 $290M +$43.4M -$25.8M +$17.5M IWF, IWD, IWP, GVI, IAUXXXX 13F-HR 4/20/2021, 02:36 PM
Q4 2020 240 $266M +$41.1M -$43.1M -$1.95M IWF, IWP, IWD, IAUXXXX, IVV 13F-HR 2/9/2021, 01:17 PM
Q3 2020 197 $211M +$26.6M -$36.6M -$9.96M IWF, IWP, IWD, IAUXXXX, IVV 13F-HR 10/26/2020, 04:59 PM
Q2 2020 165 $206M +$21.7M -$10.7M +$10.9M IWF, IWP, IWD, SDC, IAUXXXX 13F-HR 8/4/2020, 02:24 PM
Q1 2020 138 $161M +$24.2M -$25M -$836K IWF, IWD, IWP, SDC, VEA 13F-HR 5/22/2020, 05:30 PM
Q4 2019 174 $216M +$22.6M -$24.4M -$1.84M IWF, IWD, IWP, IWN, IVV 13F-HR 1/29/2020, 11:41 AM
Q3 2019 157 $194M +$9.44M -$7.34M +$2.1M IWF, IWD, IWP, IWN, IVV 13F-HR 10/21/2019, 04:25 PM
Q2 2019 150 $194M +$6.62M -$1.99M +$4.63M IWF, IWD, IWP, IWN, IVV 13F-HR 7/16/2019, 09:26 AM
Q1 2019 150 $188M +$13.4M -$29.2M -$15.7M IWF, IWD, IWP, IWN, IVV 13F-HR 4/26/2019, 12:51 PM
Q4 2018 160 $187M +$20.7M -$5.28M +$15.4M IWF, IWD, IVV, IWP, IWN 13F-HR 2/4/2019, 02:16 PM
Q3 2018 182 $206M +$9.32M -$2.08M +$7.24M IWF, IWD, IVV, IWP, IWN 13F-HR 10/29/2018, 10:09 AM
Q2 2018 164 $191M +$1.25M -$10.5M -$9.27M IWF, IWD, IVV, IWP, IWN Restatement 8/9/2018, 01:36 PM
Q1 2018 822 $252M +$27.8M -$11.6M +$16.3M IWF, IWD, IVV, IWP, SPY 13F-HR 4/12/2018, 12:20 PM
Q3 2017 624 $230M +$5.23M -$3.47M +$1.76M IWF, IWD, IVV, IWP, SPY 13F-HR 10/26/2017, 02:41 PM
Q2 2017 573 $222M +$3.67M -$3.8M -$137K IWF, IWD, IVV, IWP, SPY 13F-HR 7/13/2017, 11:59 AM
Q1 2017 571 $219M +$4.66M -$3.67M +$999K IWF, IWD, IVV, IWP, SPY 13F-HR 4/4/2017, 10:22 AM
Q4 2016 573 $209M +$12.1M -$4.44M +$7.65M IWD, IWF, IVV, IWP, SPY 13F-HR 1/18/2017, 03:58 PM
Q3 2016 573 $193M +$9.29M -$3.08M +$6.2M IWF, IWD, IVV, SPY, IWP 13F-HR 10/14/2016, 03:50 PM
Q2 2016 587 $175M +$18M -$5.2M +$12.8M IWF, IVV, SPY, IWP, IWN 13F-HR 7/5/2016, 12:47 PM
Q1 2016 580 $174M +$44.5M -$6.95M +$37.6M IWF, IWD, IVV, SPY, VWO 13F-HR 4/12/2016, 10:31 AM
Q4 2015 115 $127M IWF, IWD, IVV, VWO, SPY 13F-HR 2/16/2016, 10:18 AM