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Integrated Wealth Concepts LLC: BOXX position timeline

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

Integrated Wealth Concepts LLC held 65,770 BOXX 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 65,770 shares
    Change vs previous 13F +22,005 shares

    0.05% of the 13F portfolio, value $7,701,060.

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

  2. period ended2026-03-31
    13F 43,765 shares
    Change vs previous 13F +4,132 shares

    0.04% of the 13F portfolio, value $5,089,483.

    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 39,633 shares
    Change vs previous 13F -55,875 shares

    0.05% of the 13F portfolio, value $4,561,804.

    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 95,508 shares
    Change vs previous 13F +45,793 shares

    0.1% of the 13F portfolio, value $10,874,587.

    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 49,715 shares
    Change vs previous 13F +1,532 shares

    0.06% of the 13F portfolio, value $5,601,841.

    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 48,183 shares
    Change vs previous 13F -6,611 shares

    0.06% of the 13F portfolio, value $5,371,964.

    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 54,794 shares
    Change vs previous 13F +1,480 shares

    0.07% of the 13F portfolio, value $6,042,717.

    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 53,314 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $5,807,539.

    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).