Skip to content
Disclosery

Integrated Wealth Concepts LLC: AOR position timeline

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

Integrated Wealth Concepts LLC held 28,530 AOR 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 28,530 shares
    Change vs previous 13F +3,465 shares

    0.01% of the 13F portfolio, value $1,982,818.

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

  2. period ended2026-03-31
    13F 25,065 shares
    Change vs previous 13F -253 shares

    0.01% of the 13F portfolio, value $1,612,907.

    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 25,318 shares
    Change vs previous 13F +2,148 shares

    0.02% of the 13F portfolio, value $1,645,913.

    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 23,170 shares
    Change vs previous 13F +46 shares

    0.01% of the 13F portfolio, value $1,491,686.

    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 23,124 shares
    Change vs previous 13F +4,883 shares

    0.01% of the 13F portfolio, value $1,423,717.

    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 18,241 shares
    Change vs previous 13F -1,594 shares

    0.01% of the 13F portfolio, value $1,050,151.

    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 19,835 shares
    Change vs previous 13F +3,216 shares

    0.01% of the 13F portfolio, value $1,136,944.

    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 16,619 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $984,484.

    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).