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Disclosery

Integrated Wealth Concepts LLC: ANET position timeline

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

Integrated Wealth Concepts LLC held 49,348 ANET 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 49,348 shares
    Change vs previous 13F +1,356 shares

    0.05% of the 13F portfolio, value $8,383,240.

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

  2. period ended2026-03-31
    13F 47,992 shares
    Change vs previous 13F +21,760 shares

    0.05% of the 13F portfolio, value $5,892,430.

    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 26,232 shares
    Change vs previous 13F -5,609 shares

    0.04% of the 13F portfolio, value $3,437,234.

    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 31,841 shares
    Change vs previous 13F +4,386 shares

    0.04% of the 13F portfolio, value $4,639,586.

    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 27,455 shares
    Change vs previous 13F +8,026 shares

    0.03% of the 13F portfolio, value $2,808,926.

    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 19,429 shares
    Change vs previous 13F -1,749 shares

    0.02% of the 13F portfolio, value $1,505,383.

    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 21,178 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,340,799.

    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).