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Disclosery

Integrated Wealth Concepts LLC: ADI position timeline

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

Integrated Wealth Concepts LLC held 12,432 ADI 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 12,432 shares
    Change vs previous 13F +1,876 shares

    0.03% of the 13F portfolio, value $4,937,500.

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

  2. period ended2026-03-31
    13F 10,556 shares
    Change vs previous 13F +6,456 shares

    0.03% of the 13F portfolio, value $3,358,370.

    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 4,100 shares
    Change vs previous 13F -6,320 shares

    0.01% of the 13F portfolio, value $1,112,033.

    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 10,420 shares
    Change vs previous 13F +83 shares

    0.02% of the 13F portfolio, value $2,560,242.

    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 10,337 shares
    Change vs previous 13F +4,927 shares

    0.02% of the 13F portfolio, value $2,460,401.

    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 5,410 shares
    Change vs previous 13F -1,101 shares

    0.01% of the 13F portfolio, value $1,090,951.

    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 6,511 shares
    Change vs previous 13F +2,481 shares

    0.02% of the 13F portfolio, value $1,383,319.

    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 4,030 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $927,485.

    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).