Skip to content
Disclosery

Integrated Wealth Concepts LLC: AMT position timeline

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

Integrated Wealth Concepts LLC held 77,512 AMT 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 77,512 shares
    Change vs previous 13F +6,336 shares

    0.08% of the 13F portfolio, value $12,678,712.

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

  2. period ended2026-03-31
    13F 71,176 shares
    Change vs previous 13F +22,225 shares

    0.1% of the 13F portfolio, value $12,283,486.

    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 48,951 shares
    Change vs previous 13F -11,686 shares

    0.1% of the 13F portfolio, value $8,594,404.

    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 60,637 shares
    Change vs previous 13F +6,862 shares

    0.1% of the 13F portfolio, value $11,661,712.

    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 53,775 shares
    Change vs previous 13F +13,754 shares

    0.12% of the 13F portfolio, value $11,885,180.

    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 40,021 shares
    Change vs previous 13F +926 shares

    0.1% of the 13F portfolio, value $8,708,558.

    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 39,095 shares
    Change vs previous 13F +9,700 shares

    0.08% of the 13F portfolio, value $7,170,455.

    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 29,395 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $6,836,035.

    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).