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Disclosery

Integrated Wealth Concepts LLC: ADX position timeline

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

Integrated Wealth Concepts LLC held 127,656 ADX 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 127,656 shares
    Change vs previous 13F +6,674 shares

    0.02% of the 13F portfolio, value $3,261,612.

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

  2. period ended2026-03-31
    13F 120,982 shares
    Change vs previous 13F -2,066 shares

    0.02% of the 13F portfolio, value $2,648,296.

    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 123,048 shares
    Change vs previous 13F -11,940 shares

    0.03% of the 13F portfolio, value $2,869,480.

    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 134,988 shares
    Change vs previous 13F -6,500 shares

    0.03% of the 13F portfolio, value $3,010,233.

    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 141,488 shares
    Change vs previous 13F -1,089 shares

    0.03% of the 13F portfolio, value $3,071,705.

    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 142,577 shares
    Change vs previous 13F -171 shares

    0.03% of the 13F portfolio, value $2,707,537.

    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 142,748 shares
    Change vs previous 13F -2,409 shares

    0.03% of the 13F portfolio, value $2,883,510.

    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 145,157 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,129,586.

    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).