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Integrated Wealth Concepts LLC: CBRE position timeline

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

Integrated Wealth Concepts LLC held 8,941 CBRE 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 8,941 shares
    Change vs previous 13F +5,093 shares

    0.01% of the 13F portfolio, value $1,204,302.

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

  2. period ended2026-03-31
    13F 3,848 shares
    Change vs previous 13F +2,245 shares

    <0.01% of the 13F portfolio, value $521,316.

    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 1,603 shares
    Change vs previous 13F -1,386 shares

    <0.01% of the 13F portfolio, value $257,826.

    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 2,989 shares
    Change vs previous 13F +1,152 shares

    <0.01% of the 13F portfolio, value $471,026.

    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 1,837 shares
    Change vs previous 13F -1,211 shares

    <0.01% of the 13F portfolio, value $257,462.

    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 3,048 shares
    Change vs previous 13F -295 shares

    <0.01% of the 13F portfolio, value $398,620.

    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 3,343 shares
    Change vs previous 13F +1,669 shares

    0.01% of the 13F portfolio, value $438,903.

    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 1,674 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $208,379.

    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).