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Integrated Wealth Concepts LLC: ADM position timeline

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

Integrated Wealth Concepts LLC held 85,264 ADM 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 85,264 shares
    Change vs previous 13F -11,064 shares

    0.04% of the 13F portfolio, value $6,514,164.

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

  2. period ended2026-03-31
    13F 96,328 shares
    Change vs previous 13F +2,281 shares

    0.06% of the 13F portfolio, value $7,002,091.

    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 94,047 shares
    Change vs previous 13F -3,079 shares

    0.06% of the 13F portfolio, value $5,406,759.

    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 97,126 shares
    Change vs previous 13F +1,735 shares

    0.05% of the 13F portfolio, value $5,802,320.

    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 95,391 shares
    Change vs previous 13F -609 shares

    0.05% of the 13F portfolio, value $5,034,745.

    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 96,000 shares
    Change vs previous 13F +8,443 shares

    0.05% of the 13F portfolio, value $4,608,993.

    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 87,557 shares
    Change vs previous 13F +16,712 shares

    0.05% of the 13F portfolio, value $4,423,411.

    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 70,845 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $4,232,284.

    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).