Holdings
Integrated Wealthcare, LLC
As of Jun 30, 2026, Integrated Wealthcare, LLC reported 6 positions worth US$2.38M. Largest: Pinnacle Financial Partners, Inc., Apple Inc and Smartstop Self Storage Reit, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Pinnacle Financial Partners, Inc. | 6,772 | US$683K | no change | Jun 30, 2026 |
| Apple Inc | 1,908 | US$552K | no change | Jun 30, 2026 |
| Smartstop Self Storage Reit, Inc. | 10,039 | US$326K | −455 | Jun 30, 2026 |
| Phillips Edison & Company, Inc. | 7,457 | US$310K | no change | Jun 30, 2026 |
| Kla Corporation | 970 | US$293K | new | Jun 30, 2026 |
| Independence Realty Trust, Inc. | 12,790 | US$213K | −997 | Jun 30, 2026 |