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Integrated Wealth Concepts LLC: APP position timeline

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

Integrated Wealth Concepts LLC held 2,475 APP 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 2,475 shares
    Change vs previous 13F -115 shares

    0.01% of the 13F portfolio, value $1,275,216.

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

  2. period ended2026-03-31
    13F 2,590 shares
    Change vs previous 13F +551 shares

    0.01% of the 13F portfolio, value $1,030,872.

    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 2,039 shares
    Change vs previous 13F -542 shares

    0.02% of the 13F portfolio, value $1,373,996.

    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 2,581 shares
    Change vs previous 13F -49 shares

    0.02% of the 13F portfolio, value $1,854,650.

    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 2,630 shares
    Change vs previous 13F +938 shares

    0.01% of the 13F portfolio, value $920,645.

    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 1,692 shares
    Change vs previous 13F +621 shares

    0.01% of the 13F portfolio, value $448,281.

    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 1,071 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $346,913.

    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).