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Integrated Wealth Concepts LLC: AME position timeline

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

Integrated Wealth Concepts LLC held 8,143 AME 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 8,143 shares
    Change vs previous 13F -2,748 shares

    0.01% of the 13F portfolio, value $1,970,078.

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

  2. period ended2026-03-31
    13F 10,891 shares
    Change vs previous 13F +7,808 shares

    0.02% of the 13F portfolio, value $2,334,505.

    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 3,083 shares
    Change vs previous 13F -4,056 shares

    0.01% of the 13F portfolio, value $632,990.

    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 7,139 shares
    Change vs previous 13F -2,904 shares

    0.01% of the 13F portfolio, value $1,342,137.

    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 10,043 shares
    Change vs previous 13F +503 shares

    0.02% of the 13F portfolio, value $1,817,351.

    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 9,540 shares
    Change vs previous 13F +395 shares

    0.02% of the 13F portfolio, value $1,642,142.

    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 9,145 shares
    Change vs previous 13F -186 shares

    0.02% of the 13F portfolio, value $1,648,545.

    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 9,331 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,602,164.

    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).