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Disclosery

Integrated Wealth Concepts LLC: AFL position timeline

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

Integrated Wealth Concepts LLC held 35,756 AFL 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 35,756 shares
    Change vs previous 13F +520 shares

    0.03% of the 13F portfolio, value $4,192,432.

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

  2. period ended2026-03-31
    13F 35,236 shares
    Change vs previous 13F +14,294 shares

    0.03% of the 13F portfolio, value $3,865,786.

    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 20,942 shares
    Change vs previous 13F -12,618 shares

    0.03% of the 13F portfolio, value $2,309,304.

    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 33,560 shares
    Change vs previous 13F +2,263 shares

    0.03% of the 13F portfolio, value $3,748,690.

    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 31,297 shares
    Change vs previous 13F -900 shares

    0.03% of the 13F portfolio, value $3,300,603.

    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 32,197 shares
    Change vs previous 13F -4,186 shares

    0.04% of the 13F portfolio, value $3,579,934.

    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 36,383 shares
    Change vs previous 13F -2,850 shares

    0.04% of the 13F portfolio, value $3,763,480.

    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 39,233 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $4,386,212.

    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).