Skip to content
Disclosery

Integrated Wealth Concepts LLC: AXP position timeline

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

Integrated Wealth Concepts LLC held 30,277 AXP 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 30,277 shares
    Change vs previous 13F +2,243 shares

    0.07% of the 13F portfolio, value $10,241,272.

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

  2. period ended2026-03-31
    13F 28,034 shares
    Change vs previous 13F +12,345 shares

    0.07% of the 13F portfolio, value $8,479,853.

    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 15,689 shares
    Change vs previous 13F -2,879 shares

    0.07% of the 13F portfolio, value $5,804,112.

    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 18,568 shares
    Change vs previous 13F -1,514 shares

    0.06% of the 13F portfolio, value $6,167,679.

    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 20,082 shares
    Change vs previous 13F +657 shares

    0.06% of the 13F portfolio, value $6,405,699.

    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 19,425 shares
    Change vs previous 13F +1,157 shares

    0.06% of the 13F portfolio, value $5,226,169.

    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 18,268 shares
    Change vs previous 13F +371 shares

    0.06% of the 13F portfolio, value $5,421,796.

    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 17,897 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $4,853,565.

    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).