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Disclosery

Integrated Wealth Concepts LLC: AA position timeline

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

Integrated Wealth Concepts LLC held 74,784 AA shares at 2026-06-30 per its 13F-HR/A filed 2026-09-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 74,784 shares
    Change vs previous 13F -13,934 shares

    0.03% of the 13F portfolio, value $3,899,248.

    13F-HR/A 0001737109-26-000007 filed by Integrated Wealth Concepts LLC
    Accepted , ingested

  2. period ended2026-03-31
    13F 88,718 shares
    Change vs previous 13F +3,489 shares

    0.05% of the 13F portfolio, value $5,884,692.

    13F-HR 0001737109-26-000002 filed by Integrated Wealth Concepts 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 85,229 shares
    Change vs previous 13F -47,861 shares

    0.05% of the 13F portfolio, value $4,529,091.

    13F-HR 0001737109-26-000001 filed by Integrated Wealth Concepts 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 133,090 shares
    Change vs previous 13F +99,475 shares

    0.04% of the 13F portfolio, value $4,377,337.

    13F-HR 0001737109-25-000007 filed by Integrated Wealth Concepts 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 33,615 shares
    Change vs previous 13F +16,929 shares

    0.01% of the 13F portfolio, value $991,987.

    13F-HR 0001737109-25-000006 filed by Integrated Wealth Concepts 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 16,686 shares
    Change vs previous 13F -1,858 shares

    0.01% of the 13F portfolio, value $508,911.

    13F-HR 0001737109-25-000004 filed by Integrated Wealth Concepts 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 18,544 shares
    Change vs previous 13F +2,234 shares

    0.01% of the 13F portfolio, value $700,592.

    13F-HR 0001737109-25-000002 filed by Integrated Wealth Concepts 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 16,310 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $629,231.

    13F-HR 0001737109-24-000006 filed by Integrated Wealth Concepts LLC
    Filed (acceptance time not in the bulk data set), ingested

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