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Integrated Wealth Concepts LLC: ADP position timeline

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

Integrated Wealth Concepts LLC held 13,616 ADP 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 13,616 shares
    Change vs previous 13F +1,288 shares

    0.02% of the 13F portfolio, value $3,049,341.

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

  2. period ended2026-03-31
    13F 12,328 shares
    Change vs previous 13F +6,247 shares

    0.02% of the 13F portfolio, value $2,504,852.

    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 6,081 shares
    Change vs previous 13F -5,504 shares

    0.02% of the 13F portfolio, value $1,564,166.

    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 11,585 shares
    Change vs previous 13F +1,008 shares

    0.03% of the 13F portfolio, value $3,400,218.

    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 10,577 shares
    Change vs previous 13F +855 shares

    0.03% of the 13F portfolio, value $3,262,030.

    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 9,722 shares
    Change vs previous 13F -1,298 shares

    0.03% of the 13F portfolio, value $2,970,371.

    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 11,020 shares
    Change vs previous 13F +194 shares

    0.04% of the 13F portfolio, value $3,225,779.

    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 10,826 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,995,897.

    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).