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Integrated Wealth Concepts LLC: AEP position timeline

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

Integrated Wealth Concepts LLC held 68,057 AEP 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 68,057 shares
    Change vs previous 13F +29,552 shares

    0.06% of the 13F portfolio, value $9,310,909.

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

  2. period ended2026-03-31
    13F 38,505 shares
    Change vs previous 13F +17,856 shares

    0.04% of the 13F portfolio, value $5,047,247.

    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 20,649 shares
    Change vs previous 13F -14,754 shares

    0.03% of the 13F portfolio, value $2,381,024.

    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 35,403 shares
    Change vs previous 13F +2,197 shares

    0.04% of the 13F portfolio, value $3,982,891.

    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 33,206 shares
    Change vs previous 13F +2,834 shares

    0.03% of the 13F portfolio, value $3,445,454.

    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 30,372 shares
    Change vs previous 13F +1,680 shares

    0.04% of the 13F portfolio, value $3,318,772.

    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 28,692 shares
    Change vs previous 13F -308 shares

    0.03% of the 13F portfolio, value $2,646,232.

    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 29,000 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,975,382.

    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).