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Disclosery

Integrated Wealth Concepts LLC: CASY position timeline

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

Integrated Wealth Concepts LLC held 4,035 CASY 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 4,035 shares
    Change vs previous 13F -75 shares

    0.02% of the 13F portfolio, value $3,206,627.

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

  2. period ended2026-03-31
    13F 4,110 shares
    Change vs previous 13F +689 shares

    0.02% of the 13F portfolio, value $2,991,156.

    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 3,421 shares
    Change vs previous 13F -31 shares

    0.02% of the 13F portfolio, value $1,891,062.

    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 3,452 shares
    Change vs previous 13F +859 shares

    0.02% of the 13F portfolio, value $1,951,573.

    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 2,593 shares
    Change vs previous 13F -365 shares

    0.01% of the 13F portfolio, value $1,323,015.

    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 2,958 shares
    Change vs previous 13F +366 shares

    0.01% of the 13F portfolio, value $1,283,806.

    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 2,592 shares
    Change vs previous 13F +866 shares

    0.01% of the 13F portfolio, value $1,027,192.

    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 1,726 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $648,522.

    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).