Integrated Investment Consultants, LLC

All 13F Filings

Location
Bloomfield Hills, MI
Most recent 13F
Q1 2026
Holdings value ($000)
471,229
Description
Website
Founded
Chairman
CEO
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q1 2026 6/1/2026 263 471,229 13F-HR Integrated Investment Consultants, LLC
Q4 2025 3/3/2026 267 509,863 13F-HR/A - RESTATEMENT Integrated Investment Consultants, LLC
Q4 2025 2/5/2026 267 488,724 13F-HR Integrated Investment Consultants, LLC
Q3 2025 11/18/2025 332 589,695 13F-HR Integrated Investment Consultants, LLC
Q2 2025 8/14/2025 324 509,086 13F-HR Integrated Investment Consultants, LLC
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000): 150 (0.0% of total reported value) · QoQ Δ: -64
Type Value ($000) Share % Inflow Outflow Net
Stocks 190.2 K 40.4% 0 27.98 K -27.98 K
ETFs 280.9 K 59.6% 0 10.6 K -10.6 K
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Fund Snapshot

Q1 2026
Latest filed
6/1/2026
Total value ($000)
471,229
Holdings
263
QoQ value change ($000)
-38,634 (-7.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.