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Integrated Wealth Concepts LLC: AEM position timeline

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

Integrated Wealth Concepts LLC held 9,045 AEM 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 9,045 shares
    Change vs previous 13F +2,150 shares

    0.01% of the 13F portfolio, value $1,403,105.

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

  2. period ended2026-03-31
    13F 6,895 shares
    Change vs previous 13F +3,097 shares

    0.01% of the 13F portfolio, value $1,399,634.

    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 3,798 shares
    Change vs previous 13F -2,454 shares

    0.01% of the 13F portfolio, value $643,890.

    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 6,252 shares
    Change vs previous 13F -280 shares

    0.01% of the 13F portfolio, value $1,053,821.

    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 6,532 shares
    Change vs previous 13F +148 shares

    0.01% of the 13F portfolio, value $776,864.

    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 6,384 shares
    Change vs previous 13F -284 shares

    0.01% of the 13F portfolio, value $692,130.

    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 6,668 shares
    Change vs previous 13F +379 shares

    0.01% of the 13F portfolio, value $521,516.

    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 6,289 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $506,607.

    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).