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Integrated Wealth Concepts LLC: AAL position timeline

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

Integrated Wealth Concepts LLC held 13,641 AAL 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 13,641 shares
    Change vs previous 13F -18,769 shares

    <0.01% of the 13F portfolio, value $246,488.

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

  2. period ended2026-03-31
    13F 32,410 shares
    Change vs previous 13F -29,005 shares

    <0.01% of the 13F portfolio, value $348,081.

    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 61,415 shares
    Change vs previous 13F +28,430 shares

    0.01% of the 13F portfolio, value $941,494.

    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 32,985 shares
    Change vs previous 13F +16,512 shares

    <0.01% of the 13F portfolio, value $370,755.

    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 16,473 shares
    Change vs previous 13F -7,752 shares

    <0.01% of the 13F portfolio, value $184,834.

    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 24,225 shares
    Change vs previous 13F -6,888 shares

    <0.01% of the 13F portfolio, value $255,572.

    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 31,113 shares
    Change vs previous 13F -2,603 shares

    0.01% of the 13F portfolio, value $542,302.

    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 33,716 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $378,967.

    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).