Skip to content
Disclosery

Integrated Wealth Concepts LLC: AMAT position timeline

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

Integrated Wealth Concepts LLC held 38,563 AMAT 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 38,563 shares
    Change vs previous 13F +1,091 shares

    0.18% of the 13F portfolio, value $27,881,110.

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

  2. period ended2026-03-31
    13F 37,472 shares
    Change vs previous 13F +25,581 shares

    0.1% of the 13F portfolio, value $12,807,635.

    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 11,891 shares
    Change vs previous 13F -22,679 shares

    0.04% of the 13F portfolio, value $3,055,786.

    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 34,570 shares
    Change vs previous 13F -5,336 shares

    0.06% of the 13F portfolio, value $7,077,888.

    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 39,906 shares
    Change vs previous 13F +5,752 shares

    0.07% of the 13F portfolio, value $7,305,669.

    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 34,154 shares
    Change vs previous 13F +1,041 shares

    0.06% of the 13F portfolio, value $4,956,389.

    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 33,113 shares
    Change vs previous 13F +707 shares

    0.06% of the 13F portfolio, value $5,385,173.

    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 32,406 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $6,547,619.

    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).