Skip to content
Disclosery

Integrated Wealth Concepts LLC: CBSH position timeline

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

Integrated Wealth Concepts LLC held 27,560 CBSH 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 27,560 shares
    Change vs previous 13F +8,958 shares

    0.01% of the 13F portfolio, value $1,591,585.

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

  2. period ended2026-03-31
    13F 18,602 shares
    Change vs previous 13F +4,334 shares

    0.01% of the 13F portfolio, value $915,210.

    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 14,268 shares
    Change vs previous 13F -2,526 shares

    0.01% of the 13F portfolio, value $746,790.

    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 16,794 shares
    Change vs previous 13F -1,604 shares

    0.01% of the 13F portfolio, value $1,003,594.

    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 18,398 shares
    Change vs previous 13F +2,236 shares

    0.01% of the 13F portfolio, value $1,143,794.

    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 16,162 shares
    Change vs previous 13F +2,649 shares

    0.01% of the 13F portfolio, value $1,005,761.

    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 13,513 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $841,995.

    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).