Integrated Wealth Concepts LLC: AVY position timeline

Integrated Wealth Concepts LLC held 1,326 AVY 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 1,326 shares

   Change vs previous 13F -375 shares

   <0.01% of the 13F portfolio, value $215,220.

   13F-HR/A 0001737109-26-000007 filed by Integrated Wealth Concepts LLC
   Accepted 2026-09-08 22:25:22 UTC, ingested 2026-10-08 03:31:46 UTC

2. period ended2026-03-31

   13F 1,701 shares

   Change vs previous 13F +1,701 shares

   <0.01% of the 13F portfolio, value $293,709.

   13F-HR 0001737109-26-000002 filed by Integrated Wealth Concepts LLC
   Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-03-31

   13F 0 shares

   Change vs previous 13F -1,094 shares

   13F-HR 0001737109-25-000004 filed by Integrated Wealth Concepts LLC
   Filed 2025-05-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

4. period ended2024-12-31

   13F 1,094 shares

   Change vs previous 13F -365 shares

   <0.01% of the 13F portfolio, value $204,713.

   13F-HR 0001737109-25-000002 filed by Integrated Wealth Concepts LLC
   Filed 2025-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-09-30

   13F 1,459 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $322,113.

   13F-HR 0001737109-24-000006 filed by Integrated Wealth Concepts LLC
   Filed 2024-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).