Integrated Wealth Concepts LLC
Position in CLOV — Clover Health Investments, Corp. /De
CIK 1737109
WALTHAM, MA
Position in CLOV
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$106,225
+$84,122 QoQ
Shares Held
20,272
+61.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#134
of 224 holders
Holding Since
Mar 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CLOV Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Integrated Wealth Concepts LLC holds $45,811,983 across 11 Healthcare Plans names. CLOV ranks #10 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
44,741 | $18,595,701 | |
| 2 | CI |
Cigna Group
|
41,772 | $11,515,704 | |
| 3 | CNC |
Centene Corp
|
71,959 | $4,619,048 | |
| 4 | MOH |
Molina Healthcare, Inc.
|
18,890 | $4,320,143 | |
| 5 | CVS |
CVS HEALTH Corp
|
38,040 | $3,935,238 | |
| 6 | ELV |
Elevance Health, Inc.
|
4,457 | $1,723,655 | |
| 7 | HUM |
Humana Inc
|
1,148 | $456,008 | |
| 8 | ALHC |
Alignment Healthcare, Inc.
|
9,802 | $233,385 |
All Filings in CLOV
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $106,225 | 20,272 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $22,103 | 12,559 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $36,517 | 10,172 | Shares | Sole | 2025-05-15 | |
| 2024-09-30 | $28,422 | 10,079 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $15,472 | 12,579 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $7,997 | 10,072 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||