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Disclosery

Integrated Wealth Concepts LLC: ADSK position timeline

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

Integrated Wealth Concepts LLC held 4,484 ADSK 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 4,484 shares
    Change vs previous 13F -1,091 shares

    0.01% of the 13F portfolio, value $871,782.

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

  2. period ended2026-03-31
    13F 5,575 shares
    Change vs previous 13F +4,736 shares

    0.01% of the 13F portfolio, value $1,334,677.

    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 839 shares
    Change vs previous 13F -3,475 shares

    <0.01% of the 13F portfolio, value $248,381.

    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 4,314 shares
    Change vs previous 13F -928 shares

    0.01% of the 13F portfolio, value $1,370,460.

    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 5,242 shares
    Change vs previous 13F +603 shares

    0.02% of the 13F portfolio, value $1,622,909.

    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 4,639 shares
    Change vs previous 13F -1,084 shares

    0.01% of the 13F portfolio, value $1,214,492.

    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 5,723 shares
    Change vs previous 13F +620 shares

    0.02% of the 13F portfolio, value $1,691,400.

    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 5,103 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,405,774.

    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).