Skip to content
Disclosery

Integrated Wealth Concepts LLC: ASG position timeline

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

Integrated Wealth Concepts LLC held 143,382 ASG 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 143,382 shares
    Change vs previous 13F -428 shares

    0.01% of the 13F portfolio, value $784,299.

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

  2. period ended2026-03-31
    13F 143,810 shares
    Change vs previous 13F -11,555 shares

    0.01% of the 13F portfolio, value $683,099.

    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 155,365 shares
    Change vs previous 13F -4,488 shares

    0.01% of the 13F portfolio, value $823,435.

    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 159,853 shares
    Change vs previous 13F +136,898 shares

    0.01% of the 13F portfolio, value $887,184.

    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 22,955 shares
    Change vs previous 13F +59 shares

    <0.01% of the 13F portfolio, value $125,565.

    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 22,896 shares
    Change vs previous 13F +67 shares

    <0.01% of the 13F portfolio, value $111,964.

    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 22,829 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $128,984.

    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 22,829 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $128,071.

    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).