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Integrated Wealth Concepts LLC: AEE position timeline

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

Integrated Wealth Concepts LLC held 14,917 AEE 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 14,917 shares
    Change vs previous 13F -57 shares

    0.01% of the 13F portfolio, value $1,686,264.

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

  2. period ended2026-03-31
    13F 14,974 shares
    Change vs previous 13F +12,260 shares

    0.01% of the 13F portfolio, value $1,645,902.

    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 2,714 shares
    Change vs previous 13F -7,320 shares

    <0.01% of the 13F portfolio, value $271,030.

    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 10,034 shares
    Change vs previous 13F -981 shares

    0.01% of the 13F portfolio, value $1,047,353.

    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 11,015 shares
    Change vs previous 13F +1,736 shares

    0.01% of the 13F portfolio, value $1,057,862.

    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 9,279 shares
    Change vs previous 13F +810 shares

    0.01% of the 13F portfolio, value $931,658.

    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 8,469 shares
    Change vs previous 13F -641 shares

    0.01% of the 13F portfolio, value $754,889.

    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 9,110 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $796,762.

    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).