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Integrated Wealth Concepts LLC: ANGL position timeline

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

Integrated Wealth Concepts LLC held 349,783 ANGL 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 349,783 shares
    Change vs previous 13F -437,243 shares

    0.07% of the 13F portfolio, value $10,227,657.

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

  2. period ended2026-03-31
    13F 787,026 shares
    Change vs previous 13F +760,132 shares

    0.18% of the 13F portfolio, value $22,603,378.

    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 26,894 shares
    Change vs previous 13F -711,664 shares

    0.01% of the 13F portfolio, value $789,735.

    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 738,558 shares
    Change vs previous 13F +352,445 shares

    0.2% of the 13F portfolio, value $21,957,330.

    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 386,113 shares
    Change vs previous 13F +1,556 shares

    0.11% of the 13F portfolio, value $11,305,400.

    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 384,557 shares
    Change vs previous 13F -443,070 shares

    0.13% of the 13F portfolio, value $11,098,319.

    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 827,627 shares
    Change vs previous 13F +24,950 shares

    0.28% of the 13F portfolio, value $23,728,075.

    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 802,677 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $23,606,729.

    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).