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Integrated Wealth Concepts LLC: APH position timeline

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

Integrated Wealth Concepts LLC held 100,513 APH 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 100,513 shares
    Change vs previous 13F -7,222 shares

    0.12% of the 13F portfolio, value $17,722,358.

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

  2. period ended2026-03-31
    13F 107,735 shares
    Change vs previous 13F +46,932 shares

    0.11% of the 13F portfolio, value $13,612,310.

    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 60,803 shares
    Change vs previous 13F +36,420 shares

    0.1% of the 13F portfolio, value $8,216,879.

    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 24,383 shares
    Change vs previous 13F +247 shares

    0.03% of the 13F portfolio, value $3,017,387.

    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 24,136 shares
    Change vs previous 13F +9,660 shares

    0.02% of the 13F portfolio, value $2,383,446.

    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 14,476 shares
    Change vs previous 13F +1,693 shares

    0.01% of the 13F portfolio, value $949,458.

    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 12,783 shares
    Change vs previous 13F +2,441 shares

    0.01% of the 13F portfolio, value $887,774.

    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 10,342 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $673,862.

    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).