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Integrated Wealth Concepts LLC: ACWX position timeline

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

Integrated Wealth Concepts LLC held 11,863 ACWX 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 11,863 shares
    Change vs previous 13F +551 shares

    0.01% of the 13F portfolio, value $902,916.

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

  2. period ended2026-03-31
    13F 11,312 shares
    Change vs previous 13F +6,756 shares

    0.01% of the 13F portfolio, value $774,558.

    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 4,556 shares
    Change vs previous 13F -5,957 shares

    <0.01% of the 13F portfolio, value $305,878.

    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 10,513 shares
    Change vs previous 13F +2,627 shares

    0.01% of the 13F portfolio, value $683,475.

    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 7,886 shares
    Change vs previous 13F +2,142 shares

    <0.01% of the 13F portfolio, value $480,583.

    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 5,744 shares
    Change vs previous 13F -1,032 shares

    <0.01% of the 13F portfolio, value $318,515.

    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 6,776 shares
    Change vs previous 13F +2,511 shares

    <0.01% of the 13F portfolio, value $353,431.

    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 4,265 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $244,043.

    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).