Skip to content
Disclosery

Integrated Wealth Concepts LLC: AINP position timeline

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

Integrated Wealth Concepts LLC held 198,313 AINP 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 198,313 shares
    Change vs previous 13F +8,100 shares

    0.03% of the 13F portfolio, value $4,965,758.

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

  2. period ended2026-03-31
    13F 190,213 shares
    Change vs previous 13F +7,985 shares

    0.04% of the 13F portfolio, value $4,728,315.

    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 182,228 shares
    Change vs previous 13F +452 shares

    0.05% of the 13F portfolio, value $4,599,435.

    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 181,776 shares
    Change vs previous 13F -6,995 shares

    0.04% of the 13F portfolio, value $4,614,384.

    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 188,771 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $4,741,928.

    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 188,771 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $4,723,050.

    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).