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Disclosery

Integrated Wealth Concepts LLC: ARM position timeline

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

Integrated Wealth Concepts LLC held 15,646 ARM 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 15,646 shares
    Change vs previous 13F +3,195 shares

    0.04% of the 13F portfolio, value $5,547,477.

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

  2. period ended2026-03-31
    13F 12,451 shares
    Change vs previous 13F +5,905 shares

    0.02% of the 13F portfolio, value $1,883,534.

    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 6,546 shares
    Change vs previous 13F -7,167 shares

    0.01% of the 13F portfolio, value $715,545.

    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 13,713 shares
    Change vs previous 13F +3,653 shares

    0.02% of the 13F portfolio, value $1,940,202.

    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 10,060 shares
    Change vs previous 13F -405 shares

    0.02% of the 13F portfolio, value $1,627,051.

    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 10,465 shares
    Change vs previous 13F +2,025 shares

    0.01% of the 13F portfolio, value $1,117,523.

    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 8,440 shares
    Change vs previous 13F -2,555 shares

    0.01% of the 13F portfolio, value $1,041,158.

    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 10,995 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,572,396.

    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).