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Disclosery

Integrated Wealth Concepts LLC: C position timeline

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

Integrated Wealth Concepts LLC held 133,986 C 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 133,986 shares
    Change vs previous 13F -10,009 shares

    0.12% of the 13F portfolio, value $18,752,663.

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

  2. period ended2026-03-31
    13F 143,995 shares
    Change vs previous 13F +51,535 shares

    0.13% of the 13F portfolio, value $16,330,506.

    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 92,460 shares
    Change vs previous 13F -20,099 shares

    0.13% of the 13F portfolio, value $10,789,192.

    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 112,559 shares
    Change vs previous 13F -7,395 shares

    0.1% of the 13F portfolio, value $11,424,742.

    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 119,954 shares
    Change vs previous 13F +3,564 shares

    0.1% of the 13F portfolio, value $10,210,466.

    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 116,390 shares
    Change vs previous 13F +943 shares

    0.1% of the 13F portfolio, value $8,262,504.

    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 115,447 shares
    Change vs previous 13F +5,333 shares

    0.09% of the 13F portfolio, value $8,126,283.

    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 110,114 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $6,893,152.

    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).