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Integrated Wealth Concepts LLC: ADME position timeline

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

Integrated Wealth Concepts LLC held 37,313 ADME 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 37,313 shares
    Change vs previous 13F +2,188 shares

    0.01% of the 13F portfolio, value $2,076,293.

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

  2. period ended2026-03-31
    13F 35,125 shares
    Change vs previous 13F +4,471 shares

    0.01% of the 13F portfolio, value $1,736,232.

    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 30,654 shares
    Change vs previous 13F -440 shares

    0.02% of the 13F portfolio, value $1,572,870.

    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 31,094 shares
    Change vs previous 13F +4,586 shares

    0.01% of the 13F portfolio, value $1,587,790.

    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 26,508 shares
    Change vs previous 13F -1,012 shares

    0.01% of the 13F portfolio, value $1,277,693.

    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 27,520 shares
    Change vs previous 13F -14,330 shares

    0.01% of the 13F portfolio, value $1,222,039.

    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 41,850 shares
    Change vs previous 13F +1,345 shares

    0.02% of the 13F portfolio, value $1,955,008.

    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 40,505 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,871,343.

    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).