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Integrated Wealth Concepts LLC: AIRR position timeline

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

Integrated Wealth Concepts LLC held 90,964 AIRR 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 90,964 shares
    Change vs previous 13F +53,258 shares

    0.08% of the 13F portfolio, value $12,121,003.

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

  2. period ended2026-03-31
    13F 37,706 shares
    Change vs previous 13F +4,734 shares

    0.03% of the 13F portfolio, value $4,177,083.

    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 32,972 shares
    Change vs previous 13F -1,106 shares

    0.04% of the 13F portfolio, value $3,241,765.

    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 34,078 shares
    Change vs previous 13F -843 shares

    0.03% of the 13F portfolio, value $3,294,637.

    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 34,921 shares
    Change vs previous 13F -7,211 shares

    0.03% of the 13F portfolio, value $2,842,515.

    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 42,132 shares
    Change vs previous 13F +6,692 shares

    0.03% of the 13F portfolio, value $2,873,828.

    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 35,440 shares
    Change vs previous 13F +12,079 shares

    0.03% of the 13F portfolio, value $2,730,313.

    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 23,361 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,744,395.

    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).