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Disclosery

Integrated Wealth Concepts LLC: CDL position timeline

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

Integrated Wealth Concepts LLC held 49,391 CDL 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 49,391 shares
    Change vs previous 13F +7,413 shares

    0.03% of the 13F portfolio, value $3,831,399.

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

  2. period ended2026-03-31
    13F 41,978 shares
    Change vs previous 13F +7,283 shares

    0.02% of the 13F portfolio, value $3,128,023.

    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 34,695 shares
    Change vs previous 13F +11,056 shares

    0.03% of the 13F portfolio, value $2,388,651.

    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 23,639 shares
    Change vs previous 13F +10,814 shares

    0.01% of the 13F portfolio, value $1,645,011.

    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 12,825 shares
    Change vs previous 13F +2,718 shares

    0.01% of the 13F portfolio, value $854,091.

    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 10,107 shares
    Change vs previous 13F +18 shares

    0.01% of the 13F portfolio, value $692,224.

    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 10,089 shares
    Change vs previous 13F +349 shares

    0.01% of the 13F portfolio, value $659,110.

    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 9,740 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $660,693.

    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).