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Integrated Wealth Concepts LLC: ABT position timeline

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

Integrated Wealth Concepts LLC held 54,074 ABT 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 54,074 shares
    Change vs previous 13F +15,510 shares

    0.03% of the 13F portfolio, value $4,906,703.

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

  2. period ended2026-03-31
    13F 38,564 shares
    Change vs previous 13F +23,262 shares

    0.03% of the 13F portfolio, value $3,959,391.

    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 15,302 shares
    Change vs previous 13F -24,215 shares

    0.02% of the 13F portfolio, value $1,917,159.

    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 39,517 shares
    Change vs previous 13F -853 shares

    0.05% of the 13F portfolio, value $5,292,920.

    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 40,370 shares
    Change vs previous 13F +5,419 shares

    0.06% of the 13F portfolio, value $5,490,722.

    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 34,951 shares
    Change vs previous 13F -2,036 shares

    0.05% of the 13F portfolio, value $4,636,208.

    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 36,987 shares
    Change vs previous 13F +1,330 shares

    0.05% of the 13F portfolio, value $4,183,584.

    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 35,657 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $4,065,228.

    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).