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Integrated Wealth Concepts LLC: ALK position timeline

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

Integrated Wealth Concepts LLC held 32,134 ALK 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 32,134 shares
    Change vs previous 13F +7,391 shares

    0.01% of the 13F portfolio, value $1,677,395.

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

  2. period ended2026-03-31
    13F 24,743 shares
    Change vs previous 13F +5,856 shares

    0.01% of the 13F portfolio, value $910,047.

    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 18,887 shares
    Change vs previous 13F -1,722 shares

    0.01% of the 13F portfolio, value $950,017.

    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 20,609 shares
    Change vs previous 13F +6,643 shares

    0.01% of the 13F portfolio, value $1,025,916.

    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 13,966 shares
    Change vs previous 13F -2,734 shares

    0.01% of the 13F portfolio, value $691,037.

    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 16,700 shares
    Change vs previous 13F +3,965 shares

    0.01% of the 13F portfolio, value $821,974.

    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 12,735 shares
    Change vs previous 13F +1,343 shares

    0.01% of the 13F portfolio, value $824,592.

    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 11,392 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $515,032.

    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).