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Integrated Wealth Concepts LLC: ARCC position timeline

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

Integrated Wealth Concepts LLC held 61,533 ARCC 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 61,533 shares
    Change vs previous 13F +3,012 shares

    0.01% of the 13F portfolio, value $1,140,199.

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

  2. period ended2026-03-31
    13F 58,521 shares
    Change vs previous 13F +21,120 shares

    0.01% of the 13F portfolio, value $1,054,549.

    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 37,401 shares
    Change vs previous 13F -9,356 shares

    0.01% of the 13F portfolio, value $756,622.

    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 46,757 shares
    Change vs previous 13F -1,289 shares

    0.01% of the 13F portfolio, value $954,306.

    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 48,046 shares
    Change vs previous 13F +6,852 shares

    0.01% of the 13F portfolio, value $1,055,083.

    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 41,194 shares
    Change vs previous 13F -3,545 shares

    0.01% of the 13F portfolio, value $912,861.

    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 44,739 shares
    Change vs previous 13F +10,140 shares

    0.01% of the 13F portfolio, value $979,335.

    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 34,599 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $724,503.

    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).