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Integrated Wealth Concepts LLC: AM position timeline

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

Integrated Wealth Concepts LLC held 17,389 AM 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 17,389 shares
    Change vs previous 13F -11,135 shares

    <0.01% of the 13F portfolio, value $395,610.

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

  2. period ended2026-03-31
    13F 28,524 shares
    Change vs previous 13F +5,503 shares

    0.01% of the 13F portfolio, value $650,347.

    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 23,021 shares
    Change vs previous 13F -15,977 shares

    <0.01% of the 13F portfolio, value $409,551.

    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 38,998 shares
    Change vs previous 13F +26,754 shares

    0.01% of the 13F portfolio, value $758,120.

    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 12,244 shares
    Change vs previous 13F -177 shares

    <0.01% of the 13F portfolio, value $232,019.

    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 12,421 shares
    Change vs previous 13F -452 shares

    <0.01% of the 13F portfolio, value $223,578.

    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 12,873 shares
    Change vs previous 13F -232 shares

    <0.01% of the 13F portfolio, value $194,254.

    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 13,105 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $197,230.

    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).