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Integrated Wealth Concepts LLC: AAAU position timeline

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

Integrated Wealth Concepts LLC held 12,103 AAAU 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 12,103 shares
    Change vs previous 13F +1,837 shares

    <0.01% of the 13F portfolio, value $478,918.

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

  2. period ended2026-03-31
    13F 10,266 shares
    Change vs previous 13F -888 shares

    <0.01% of the 13F portfolio, value $474,187.

    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 11,154 shares
    Change vs previous 13F +182 shares

    0.01% of the 13F portfolio, value $474,603.

    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 10,972 shares
    Change vs previous 13F -1,253 shares

    <0.01% of the 13F portfolio, value $418,253.

    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 12,225 shares
    Change vs previous 13F +2,642 shares

    <0.01% of the 13F portfolio, value $399,512.

    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 9,583 shares
    Change vs previous 13F +1,453 shares

    <0.01% of the 13F portfolio, value $295,922.

    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 8,130 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $210,853.

    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).