Integrated Wealth Concepts LLC: ALHC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Integrated Wealth Concepts LLC on ALHC, newest first. How the timeline and the estimate are built.
Integrated Wealth Concepts LLC held 9,802 ALHC shares at 2026-06-30 per its 13F-HR/A filed 2026-09-09.
the latest 13F is the newest step
- period ended2026-06-3013F/A 9,802 sharesChange vs previous 13F -2,410 shares
<0.01% of the 13F portfolio, value $233,385.
13F-HR/A 0001737109-26-000007 filed by Integrated Wealth Concepts LLC
Accepted , ingested - period ended2026-03-3113F 12,212 sharesChange vs previous 13F +1,027 shares
<0.01% of the 13F portfolio, value $215,175.
13F-HR 0001737109-26-000002 filed by Integrated Wealth Concepts LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 11,185 sharesChange vs previous 13F -45 shares
<0.01% of the 13F portfolio, value $220,904.
13F-HR 0001737109-26-000001 filed by Integrated Wealth Concepts LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 11,230 sharesChange vs previous 13F +665 shares
<0.01% of the 13F portfolio, value $195,963.
13F-HR 0001737109-25-000007 filed by Integrated Wealth Concepts LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 10,565 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $147,910.
13F-HR 0001737109-25-000006 filed by Integrated Wealth Concepts LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).