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Integrated Wealth Concepts LLC: BABA position timeline

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

Integrated Wealth Concepts LLC held 31,819 BABA 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 31,819 shares
    Change vs previous 13F -3,151 shares

    0.02% of the 13F portfolio, value $3,053,996.

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

  2. period ended2026-03-31
    13F 34,970 shares
    Change vs previous 13F +29,901 shares

    0.03% of the 13F portfolio, value $4,387,287.

    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 5,069 shares
    Change vs previous 13F -25,001 shares

    0.01% of the 13F portfolio, value $743,032.

    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 30,070 shares
    Change vs previous 13F +2,913 shares

    0.05% of the 13F portfolio, value $5,374,330.

    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 27,157 shares
    Change vs previous 13F -7,435 shares

    0.03% of the 13F portfolio, value $3,079,881.

    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 34,592 shares
    Change vs previous 13F +7,395 shares

    0.05% of the 13F portfolio, value $4,574,162.

    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 27,197 shares
    Change vs previous 13F -1,483 shares

    0.03% of the 13F portfolio, value $2,306,052.

    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 28,680 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,043,466.

    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).