Integrated Wealth Concepts LLC

Position in TREE — LendingTree, Inc.

CIK 1737109 WALTHAM, MA

Position in TREE

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$42,296

-$264,939 QoQ

Shares Held

955

-61.9% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#135

of 186 holders

Holding Since

Jun 2020

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Integrated Wealth Concepts LLC holds $383,021 across 6 Financial Conglomerates names. TREE ranks #4 (11.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IX	Orix Corp	3,581	$136,221
2	HTH	Hilltop Holdings Inc.	2,278	$88,340
3	VOYA	Voya Financial, Inc.	930	$84,192
4	TREE	LendingTree, Inc. This page	955	$42,296
5	RILY	BRC Group Holdings, Inc.	2,500	$20,100
6	FRHC	Freedom Holding Corp.	91	$11,872

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$42,296	955	-61.9%	Shares	Sole	2026-08-12
2021-12-31	$307,235	2,506	-6.7%	Shares	Other	2022-02-15
2021-09-30	$375,723	2,687	+8.3%	Shares	Other	2021-11-15
2021-06-30	$525,674	2,481	+8.8%	Shares	Other	2021-08-13
2021-03-31	$485,640	2,280	+33.9%	Shares	Other	2021-05-13
2020-12-31	$466,264	1,703	+36.1%	Shares	Other	2021-02-12
2020-09-30	$383,919	1,251	+18.5%	Shares	Other	2020-11-13
2020-06-30	$305,743	1,056	—	Shares	Other	2020-07-30
No filing history on record for this holder in this stock.