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Integrated Wealth Concepts LLC: AGG position timeline

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

Integrated Wealth Concepts LLC held 251,168 AGG 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 251,168 shares
    Change vs previous 13F +40,126 shares

    0.16% of the 13F portfolio, value $24,860,653.

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

  2. period ended2026-03-31
    13F 211,042 shares
    Change vs previous 13F +20,231 shares

    0.17% of the 13F portfolio, value $20,950,156.

    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 190,811 shares
    Change vs previous 13F -20,031 shares

    0.23% of the 13F portfolio, value $19,058,244.

    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 210,842 shares
    Change vs previous 13F +6,593 shares

    0.19% of the 13F portfolio, value $21,136,961.

    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 204,249 shares
    Change vs previous 13F -3,823 shares

    0.2% of the 13F portfolio, value $20,261,477.

    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 208,072 shares
    Change vs previous 13F +47,392 shares

    0.24% of the 13F portfolio, value $20,582,454.

    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 160,680 shares
    Change vs previous 13F +51,426 shares

    0.18% of the 13F portfolio, value $15,569,891.

    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 109,254 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $11,064,210.

    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).