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Disclosery

Integrated Wealth Concepts LLC: CB position timeline

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

Integrated Wealth Concepts LLC held 23,589 CB 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 23,589 shares
    Change vs previous 13F +3,846 shares

    0.05% of the 13F portfolio, value $8,037,778.

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

  2. period ended2026-03-31
    13F 19,743 shares
    Change vs previous 13F +8,446 shares

    0.05% of the 13F portfolio, value $6,434,769.

    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 11,297 shares
    Change vs previous 13F -1,058 shares

    0.04% of the 13F portfolio, value $3,525,966.

    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 12,355 shares
    Change vs previous 13F +1,304 shares

    0.03% of the 13F portfolio, value $3,487,124.

    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 11,051 shares
    Change vs previous 13F +2,537 shares

    0.03% of the 13F portfolio, value $3,201,793.

    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 8,514 shares
    Change vs previous 13F -951 shares

    0.03% of the 13F portfolio, value $2,571,049.

    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 9,465 shares
    Change vs previous 13F +549 shares

    0.03% of the 13F portfolio, value $2,615,242.

    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 8,916 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,571,165.

    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).