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Integrated Wealth Concepts LLC: ACGL position timeline

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

Integrated Wealth Concepts LLC held 48,978 ACGL 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 48,978 shares
    Change vs previous 13F -3,540 shares

    0.03% of the 13F portfolio, value $4,753,781.

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

  2. period ended2026-03-31
    13F 52,518 shares
    Change vs previous 13F +8,848 shares

    0.04% of the 13F portfolio, value $5,041,247.

    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 43,670 shares
    Change vs previous 13F -9,368 shares

    0.05% of the 13F portfolio, value $4,188,788.

    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 53,038 shares
    Change vs previous 13F +41,976 shares

    0.04% of the 13F portfolio, value $4,812,037.

    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 11,062 shares
    Change vs previous 13F +1,779 shares

    0.01% of the 13F portfolio, value $1,007,208.

    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 9,283 shares
    Change vs previous 13F -96 shares

    0.01% of the 13F portfolio, value $892,855.

    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 9,379 shares
    Change vs previous 13F -166 shares

    0.01% of the 13F portfolio, value $866,171.

    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 9,545 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,067,943.

    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).