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Disclosery

Integrated Wealth Concepts LLC: CDC position timeline

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

Integrated Wealth Concepts LLC held 106,834 CDC 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 106,834 shares
    Change vs previous 13F -3,266 shares

    0.05% of the 13F portfolio, value $7,945,315.

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

  2. period ended2026-03-31
    13F 110,100 shares
    Change vs previous 13F +2,636 shares

    0.06% of the 13F portfolio, value $7,864,342.

    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 107,464 shares
    Change vs previous 13F -2,482 shares

    0.08% of the 13F portfolio, value $7,080,810.

    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 109,946 shares
    Change vs previous 13F -3,448 shares

    0.07% of the 13F portfolio, value $7,337,835.

    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 113,394 shares
    Change vs previous 13F -3,137 shares

    0.07% of the 13F portfolio, value $7,224,326.

    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 116,531 shares
    Change vs previous 13F -6,161 shares

    0.09% of the 13F portfolio, value $7,658,406.

    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 122,692 shares
    Change vs previous 13F +2,519 shares

    0.09% of the 13F portfolio, value $7,678,080.

    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 120,173 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $7,810,064.

    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).