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Integrated Wealth Concepts LLC: AAPL position timeline

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

Integrated Wealth Concepts LLC held 1,110,062 AAPL 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 1,110,062 shares
    Change vs previous 13F +96,166 shares

    2.1% of the 13F portfolio, value $321,207,509.

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

  2. period ended2026-03-31
    13F 1,013,896 shares
    Change vs previous 13F +451,671 shares

    2.05% of the 13F portfolio, value $257,316,707.

    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 562,225 shares
    Change vs previous 13F -401,246 shares

    1.82% of the 13F portfolio, value $152,846,522.

    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 963,471 shares
    Change vs previous 13F +33,200 shares

    2.19% of the 13F portfolio, value $245,328,533.

    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 930,271 shares
    Change vs previous 13F +22,450 shares

    1.91% of the 13F portfolio, value $190,863,715.

    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 907,821 shares
    Change vs previous 13F -51,698 shares

    2.35% of the 13F portfolio, value $201,654,369.

    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 959,519 shares
    Change vs previous 13F +43,137 shares

    2.79% of the 13F portfolio, value $240,282,778.

    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 916,382 shares
    Change vs previous 13F not available

    2.6% of the 13F portfolio, value $213,516,971.

    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).