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Integrated Wealth Concepts LLC: CALF position timeline

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

Integrated Wealth Concepts LLC held 34,376 CALF 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 34,376 shares
    Change vs previous 13F -4,047 shares

    0.01% of the 13F portfolio, value $1,739,767.

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

  2. period ended2026-03-31
    13F 38,423 shares
    Change vs previous 13F +403 shares

    0.01% of the 13F portfolio, value $1,724,050.

    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 38,020 shares
    Change vs previous 13F +1,316 shares

    0.02% of the 13F portfolio, value $1,686,948.

    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 36,704 shares
    Change vs previous 13F -10,986 shares

    0.01% of the 13F portfolio, value $1,606,909.

    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 47,690 shares
    Change vs previous 13F +19,310 shares

    0.02% of the 13F portfolio, value $1,898,794.

    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 28,380 shares
    Change vs previous 13F -13,514 shares

    0.01% of the 13F portfolio, value $1,064,265.

    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 41,894 shares
    Change vs previous 13F +446 shares

    0.02% of the 13F portfolio, value $1,843,756.

    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 41,448 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,928,138.

    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).