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Integrated Wealth Concepts LLC: ASA position timeline

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

Integrated Wealth Concepts LLC held 12,143 ASA 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 12,143 shares
    Change vs previous 13F +443 shares

    <0.01% of the 13F portfolio, value $631,922.

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

  2. period ended2026-03-31
    13F 11,700 shares
    Change vs previous 13F -1,840 shares

    0.01% of the 13F portfolio, value $725,771.

    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 13,540 shares
    Change vs previous 13F -2,570 shares

    0.01% of the 13F portfolio, value $807,951.

    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 16,110 shares
    Change vs previous 13F +681 shares

    0.01% of the 13F portfolio, value $737,857.

    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 15,429 shares
    Change vs previous 13F +3,223 shares

    <0.01% of the 13F portfolio, value $487,106.

    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 12,206 shares
    Change vs previous 13F -6,168 shares

    <0.01% of the 13F portfolio, value $367,889.

    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 18,374 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $371,522.

    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).