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Integrated Wealth Concepts LLC: AFB position timeline

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

Integrated Wealth Concepts LLC held 67,185 AFB 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 67,185 shares
    Change vs previous 13F -5,974 shares

    0.01% of the 13F portfolio, value $766,581.

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

  2. period ended2026-03-31
    13F 73,159 shares
    Change vs previous 13F -51 shares

    0.01% of the 13F portfolio, value $782,070.

    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 73,210 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $792,132.

    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 73,210 shares
    Change vs previous 13F -4,303 shares

    0.01% of the 13F portfolio, value $794,329.

    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 77,513 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $799,159.

    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 77,513 shares
    Change vs previous 13F +464 shares

    0.01% of the 13F portfolio, value $841,791.

    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 77,049 shares
    Change vs previous 13F -2,986 shares

    0.01% of the 13F portfolio, value $837,523.

    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 80,035 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $944,413.

    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).