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Disclosery

Integrated Wealth Concepts LLC: APA position timeline

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

Integrated Wealth Concepts LLC held 52,515 APA 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 52,515 shares
    Change vs previous 13F +7,274 shares

    0.01% of the 13F portfolio, value $1,710,407.

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

  2. period ended2026-03-31
    13F 45,241 shares
    Change vs previous 13F +17,247 shares

    0.02% of the 13F portfolio, value $1,920,047.

    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 27,994 shares
    Change vs previous 13F -12,776 shares

    0.01% of the 13F portfolio, value $684,734.

    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 40,770 shares
    Change vs previous 13F +20,918 shares

    0.01% of the 13F portfolio, value $989,897.

    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 19,852 shares
    Change vs previous 13F -1,656 shares

    <0.01% of the 13F portfolio, value $363,091.

    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 21,508 shares
    Change vs previous 13F -406 shares

    0.01% of the 13F portfolio, value $452,096.

    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 21,914 shares
    Change vs previous 13F -1,560 shares

    0.01% of the 13F portfolio, value $505,987.

    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 23,474 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $574,171.

    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).