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Integrated Investment Consultants, LLC: SCHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Integrated Investment Consultants, LLC on SCHW, newest first. How the timeline and the estimate are built.

Integrated Investment Consultants, LLC held 16,065 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,065 shares
    Change vs previous 13F -614 shares

    0.29% of the 13F portfolio, value $1,482,272.

    13F-HR 0001665337-26-000005 filed by Integrated Investment Consultants, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 16,679 shares
    Change vs previous 13F -3,537 shares

    0.33% of the 13F portfolio, value $1,567,526.

    13F-HR 0001665337-26-000004 filed by Integrated Investment Consultants, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F/A 20,216 shares
    Change vs previous 13F +729 shares

    0.4% of the 13F portfolio, value $2,019,799.

    13F-HR/A 0001665337-26-000002 filed by Integrated Investment Consultants, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 19,487 shares
    Change vs previous 13F -5,479 shares

    0.32% of the 13F portfolio, value $1,860,429.

    13F-HR 0001665337-25-000008 filed by Integrated Investment Consultants, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 24,966 shares
    Change vs previous 13F -2,854 shares

    0.45% of the 13F portfolio, value $2,277,889.

    13F-HR 0001665337-25-000006 filed by Integrated Investment Consultants, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F/A 27,820 shares
    Change vs previous 13F -536 shares

    0.43% of the 13F portfolio, value $2,177,732.

    13F-HR/A 0001665337-25-000004 filed by Integrated Investment Consultants, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F/A 28,356 shares
    Change vs previous 13F -75,922 shares

    0.43% of the 13F portfolio, value $2,098,598.

    13F-HR/A 0001665337-25-000002 filed by Integrated Investment Consultants, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 104,278 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $1,863,421.

    13F-HR 0001665337-24-000007 filed by Integrated Investment Consultants, LLC
    Filed (acceptance time not in the bulk data set), ingested

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