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Integrated Wealth Concepts LLC: AVGO position timeline

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

Integrated Wealth Concepts LLC held 201,467 AVGO 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 201,467 shares
    Change vs previous 13F +72,073 shares

    0.5% of the 13F portfolio, value $76,104,142.

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

  2. period ended2026-03-31
    13F 129,394 shares
    Change vs previous 13F +46,422 shares

    0.32% of the 13F portfolio, value $40,048,825.

    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 82,972 shares
    Change vs previous 13F -37,792 shares

    0.34% of the 13F portfolio, value $28,716,503.

    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 120,764 shares
    Change vs previous 13F +1,257 shares

    0.36% of the 13F portfolio, value $39,841,248.

    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 119,507 shares
    Change vs previous 13F +6,641 shares

    0.33% of the 13F portfolio, value $32,942,283.

    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 112,866 shares
    Change vs previous 13F -23,270 shares

    0.22% of the 13F portfolio, value $18,897,086.

    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 136,136 shares
    Change vs previous 13F +18,475 shares

    0.37% of the 13F portfolio, value $31,561,724.

    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 117,661 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $20,296,619.

    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).