Skip to content
Disclosery

INTEGRATED WEALTH COUNSEL, LLC: RWX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of INTEGRATED WEALTH COUNSEL, LLC on RWX, newest first. How the timeline and the estimate are built.

INTEGRATED WEALTH COUNSEL, LLC held 119,008 RWX shares at 2016-12-31 per its 13F-HR filed 2017-02-06.

the latest 13F is the newest step

  1. period ended2016-12-31
    13F 119,008 shares
    Change vs previous 13F -7,310 shares

    9.23% of the 13F portfolio, value $4,294,000.

    13F-HR 0001110443-17-000001 filed by INTEGRATED WEALTH COUNSEL, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2016-09-30
    13F 126,318 shares
    Change vs previous 13F -16,465 shares

    11.09% of the 13F portfolio, value $5,269,000.

    13F-HR 0001110443-16-000008 filed by INTEGRATED WEALTH COUNSEL, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2016-06-30
    13F 142,783 shares
    Change vs previous 13F -4,805 shares

    13.61% of the 13F portfolio, value $5,918,000.

    13F-HR 0001110443-16-000007 filed by INTEGRATED WEALTH COUNSEL, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2016-03-31
    13F 147,588 shares
    Change vs previous 13F -44,930 shares

    13.93% of the 13F portfolio, value $6,119,000.

    13F-HR 0001110443-16-000006 filed by INTEGRATED WEALTH COUNSEL, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2015-12-31
    13F 192,518 shares
    Change vs previous 13F -17,328 shares

    12.01% of the 13F portfolio, value $7,531,000.

    13F-HR 0001110443-16-000005 filed by INTEGRATED WEALTH COUNSEL, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2015-09-30
    13F 209,846 shares
    Change vs previous 13F -17,100 shares

    13.82% of the 13F portfolio, value $8,255,000.

    13F-HR 0001110443-15-000004 filed by INTEGRATED WEALTH COUNSEL, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2015-06-30
    13F 226,946 shares
    Change vs previous 13F -26,405 shares

    13.18% of the 13F portfolio, value $9,500,000.

    13F-HR 0001110443-15-000003 filed by INTEGRATED WEALTH COUNSEL, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2015-03-31
    13F 253,351 shares
    Change vs previous 13F not available

    13.86% of the 13F portfolio, value $10,975,000.

    13F-HR 0001110443-15-000002 filed by INTEGRATED WEALTH COUNSEL, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).