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Integrated Wealth Concepts LLC: AOM position timeline

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

Integrated Wealth Concepts LLC held 19,443 AOM 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 19,443 shares
    Change vs previous 13F -4,355 shares

    0.01% of the 13F portfolio, value $970,037.

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

  2. period ended2026-03-31
    13F 23,798 shares
    Change vs previous 13F +6,849 shares

    0.01% of the 13F portfolio, value $1,127,319.

    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 16,949 shares
    Change vs previous 13F +120 shares

    0.01% of the 13F portfolio, value $808,991.

    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 16,829 shares
    Change vs previous 13F -2,490 shares

    0.01% of the 13F portfolio, value $800,735.

    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 19,319 shares
    Change vs previous 13F +12,184 shares

    0.01% of the 13F portfolio, value $889,462.

    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 7,135 shares
    Change vs previous 13F -3,614 shares

    <0.01% of the 13F portfolio, value $313,067.

    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 10,749 shares
    Change vs previous 13F +954 shares

    0.01% of the 13F portfolio, value $466,939.

    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 9,795 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $441,858.

    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).