Skip to content
Disclosery

Integrated Wealth Concepts LLC: CCJ position timeline

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

Integrated Wealth Concepts LLC held 15,123 CCJ 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 15,123 shares
    Change vs previous 13F +125 shares

    0.01% of the 13F portfolio, value $1,540,427.

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

  2. period ended2026-03-31
    13F 14,998 shares
    Change vs previous 13F +4,449 shares

    0.01% of the 13F portfolio, value $1,628,910.

    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 10,549 shares
    Change vs previous 13F +3,073 shares

    0.01% of the 13F portfolio, value $965,131.

    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 7,476 shares
    Change vs previous 13F +338 shares

    0.01% of the 13F portfolio, value $626,933.

    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 7,138 shares
    Change vs previous 13F -1,347 shares

    0.01% of the 13F portfolio, value $529,849.

    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 8,485 shares
    Change vs previous 13F +2,780 shares

    <0.01% of the 13F portfolio, value $349,243.

    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 5,705 shares
    Change vs previous 13F +370 shares

    <0.01% of the 13F portfolio, value $293,156.

    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 5,335 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $254,777.

    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).