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Integrated Wealth Concepts LLC: AXON position timeline

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

Integrated Wealth Concepts LLC held 19,394 AXON 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 19,394 shares
    Change vs previous 13F +1,029 shares

    0.07% of the 13F portfolio, value $10,872,273.

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

  2. period ended2026-03-31
    13F 18,365 shares
    Change vs previous 13F +17,335 shares

    0.06% of the 13F portfolio, value $7,799,434.

    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 1,030 shares
    Change vs previous 13F -13,662 shares

    0.01% of the 13F portfolio, value $584,971.

    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 14,692 shares
    Change vs previous 13F -887 shares

    0.09% of the 13F portfolio, value $10,543,348.

    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 15,579 shares
    Change vs previous 13F +303 shares

    0.13% of the 13F portfolio, value $12,898,479.

    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 15,276 shares
    Change vs previous 13F -937 shares

    0.09% of the 13F portfolio, value $8,034,412.

    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 16,213 shares
    Change vs previous 13F -1,916 shares

    0.11% of the 13F portfolio, value $9,635,710.

    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 18,129 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $7,244,349.

    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).