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Disclosery

Integrated Wealth Concepts LLC: AR position timeline

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

Integrated Wealth Concepts LLC held 25,779 AR 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 25,779 shares
    Change vs previous 13F -3,132 shares

    0.01% of the 13F portfolio, value $905,862.

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

  2. period ended2026-03-31
    13F 28,911 shares
    Change vs previous 13F +17,182 shares

    0.01% of the 13F portfolio, value $1,226,962.

    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 11,729 shares
    Change vs previous 13F -7,884 shares

    <0.01% of the 13F portfolio, value $404,164.

    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 19,613 shares
    Change vs previous 13F +9,514 shares

    0.01% of the 13F portfolio, value $658,195.

    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 10,099 shares
    Change vs previous 13F +1,718 shares

    <0.01% of the 13F portfolio, value $406,770.

    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 8,381 shares
    Change vs previous 13F -1,281 shares

    <0.01% of the 13F portfolio, value $338,908.

    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 9,662 shares
    Change vs previous 13F -108 shares

    <0.01% of the 13F portfolio, value $338,636.

    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 9,770 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $279,912.

    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).