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Integrated Wealth Concepts LLC: AMZN position timeline

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

Integrated Wealth Concepts LLC held 586,740 AMZN 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 586,740 shares
    Change vs previous 13F +60,169 shares

    0.91% of the 13F portfolio, value $139,843,704.

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

  2. period ended2026-03-31
    13F 526,571 shares
    Change vs previous 13F +240,303 shares

    0.87% of the 13F portfolio, value $109,668,949.

    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 286,268 shares
    Change vs previous 13F -197,597 shares

    0.79% of the 13F portfolio, value $66,076,472.

    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 483,865 shares
    Change vs previous 13F +14,507 shares

    0.95% of the 13F portfolio, value $106,242,252.

    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 469,358 shares
    Change vs previous 13F +27,928 shares

    1.03% of the 13F portfolio, value $102,972,470.

    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 441,430 shares
    Change vs previous 13F +2,440 shares

    0.98% of the 13F portfolio, value $83,986,423.

    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 438,990 shares
    Change vs previous 13F +64,614 shares

    1.12% of the 13F portfolio, value $96,310,129.

    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 374,376 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $69,757,592.

    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).