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Disclosery

Integrated Wealth Concepts LLC: ALNY position timeline

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

Integrated Wealth Concepts LLC held 4,467 ALNY 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 4,467 shares
    Change vs previous 13F -907 shares

    0.01% of the 13F portfolio, value $1,344,548.

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

  2. period ended2026-03-31
    13F 5,374 shares
    Change vs previous 13F +1,134 shares

    0.01% of the 13F portfolio, value $1,778,185.

    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 4,240 shares
    Change vs previous 13F -396 shares

    0.02% of the 13F portfolio, value $1,686,140.

    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 4,636 shares
    Change vs previous 13F +1,191 shares

    0.02% of the 13F portfolio, value $2,114,135.

    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 3,445 shares
    Change vs previous 13F +706 shares

    0.01% of the 13F portfolio, value $1,123,379.

    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 2,739 shares
    Change vs previous 13F +227 shares

    0.01% of the 13F portfolio, value $739,585.

    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 2,512 shares
    Change vs previous 13F +176 shares

    0.01% of the 13F portfolio, value $591,100.

    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 2,336 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $642,470.

    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).