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Integrated Wealth Concepts LLC: CARR position timeline

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

Integrated Wealth Concepts LLC held 30,124 CARR 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 30,124 shares
    Change vs previous 13F +4,767 shares

    0.01% of the 13F portfolio, value $2,209,616.

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

  2. period ended2026-03-31
    13F 25,357 shares
    Change vs previous 13F +8,700 shares

    0.01% of the 13F portfolio, value $1,427,840.

    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 16,657 shares
    Change vs previous 13F -3,756 shares

    0.01% of the 13F portfolio, value $880,183.

    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 20,413 shares
    Change vs previous 13F -2,602 shares

    0.01% of the 13F portfolio, value $1,218,681.

    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 23,015 shares
    Change vs previous 13F +3,547 shares

    0.02% of the 13F portfolio, value $1,684,504.

    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 19,468 shares
    Change vs previous 13F +364 shares

    0.01% of the 13F portfolio, value $1,234,271.

    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 19,104 shares
    Change vs previous 13F -1,566 shares

    0.02% of the 13F portfolio, value $1,304,052.

    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 20,670 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,663,731.

    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).