Skip to content
Disclosery

Integrated Wealth Concepts LLC: ACIO position timeline

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

Integrated Wealth Concepts LLC held 7,974,173 ACIO 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 7,974,173 shares
    Change vs previous 13F +115,592 shares

    2.41% of the 13F portfolio, value $367,928,354.

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

  2. period ended2026-03-31
    13F 7,858,581 shares
    Change vs previous 13F +1,779,082 shares

    2.63% of the 13F portfolio, value $329,746,049.

    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 6,079,499 shares
    Change vs previous 13F -1,255,719 shares

    3.16% of the 13F portfolio, value $265,674,204.

    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 7,335,218 shares
    Change vs previous 13F +660,265 shares

    2.85% of the 13F portfolio, value $318,568,487.

    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 6,674,953 shares
    Change vs previous 13F +1,263,526 shares

    2.77% of the 13F portfolio, value $276,343,042.

    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 5,411,427 shares
    Change vs previous 13F +126,743 shares

    2.44% of the 13F portfolio, value $209,368,096.

    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 5,284,684 shares
    Change vs previous 13F +965,771 shares

    2.47% of the 13F portfolio, value $212,655,653.

    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 4,318,913 shares
    Change vs previous 13F not available

    2.09% of the 13F portfolio, value $171,633,611.

    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).