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Integrated Wealth Concepts LLC: AER position timeline

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

Integrated Wealth Concepts LLC held 3,764 AER 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 3,764 shares
    Change vs previous 13F -502 shares

    <0.01% of the 13F portfolio, value $548,767.

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

  2. period ended2026-03-31
    13F 4,266 shares
    Change vs previous 13F +2,627 shares

    <0.01% of the 13F portfolio, value $585,245.

    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 1,639 shares
    Change vs previous 13F -1,296 shares

    <0.01% of the 13F portfolio, value $235,653.

    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 2,935 shares
    Change vs previous 13F +133 shares

    <0.01% of the 13F portfolio, value $355,168.

    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 2,802 shares
    Change vs previous 13F +153 shares

    <0.01% of the 13F portfolio, value $327,847.

    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 2,649 shares
    Change vs previous 13F +423 shares

    <0.01% of the 13F portfolio, value $270,649.

    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 2,226 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $213,030.

    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).