Skip to content
Disclosery

Integrated Wealth Concepts LLC: ALB position timeline

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

Integrated Wealth Concepts LLC held 11,306 ALB 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 11,306 shares
    Change vs previous 13F +2,653 shares

    0.01% of the 13F portfolio, value $1,526,689.

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

  2. period ended2026-03-31
    13F 8,653 shares
    Change vs previous 13F +4,786 shares

    0.01% of the 13F portfolio, value $1,553,436.

    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 3,867 shares
    Change vs previous 13F -710 shares

    0.01% of the 13F portfolio, value $546,959.

    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 4,577 shares
    Change vs previous 13F +852 shares

    <0.01% of the 13F portfolio, value $371,118.

    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 3,725 shares
    Change vs previous 13F -1,073 shares

    <0.01% of the 13F portfolio, value $233,452.

    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 4,798 shares
    Change vs previous 13F +996 shares

    <0.01% of the 13F portfolio, value $345,548.

    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 3,802 shares
    Change vs previous 13F -1,529 shares

    <0.01% of the 13F portfolio, value $327,300.

    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 5,331 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $504,896.

    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).