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Integrated Wealth Concepts LLC: CEF position timeline

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

Integrated Wealth Concepts LLC held 84,650 CEF 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 84,650 shares
    Change vs previous 13F -10,376 shares

    0.02% of the 13F portfolio, value $3,405,460.

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

  2. period ended2026-03-31
    13F 95,026 shares
    Change vs previous 13F +84,946 shares

    0.04% of the 13F portfolio, value $4,534,628.

    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 10,080 shares
    Change vs previous 13F -80,018 shares

    0.01% of the 13F portfolio, value $461,664.

    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 90,098 shares
    Change vs previous 13F -369 shares

    0.03% of the 13F portfolio, value $3,305,687.

    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 90,467 shares
    Change vs previous 13F -3,142 shares

    0.03% of the 13F portfolio, value $2,723,049.

    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 93,609 shares
    Change vs previous 13F +3,012 shares

    0.03% of the 13F portfolio, value $2,659,424.

    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 90,597 shares
    Change vs previous 13F -12,478 shares

    0.03% of the 13F portfolio, value $2,152,593.

    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 103,075 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,524,300.

    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).