Skip to content
Disclosery

Integrated Wealth Concepts LLC: CEG position timeline

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

Integrated Wealth Concepts LLC held 27,869 CEG 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 27,869 shares
    Change vs previous 13F +10,145 shares

    0.05% of the 13F portfolio, value $6,921,889.

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

  2. period ended2026-03-31
    13F 17,724 shares
    Change vs previous 13F +9,594 shares

    0.04% of the 13F portfolio, value $4,949,525.

    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 8,130 shares
    Change vs previous 13F -3,142 shares

    0.03% of the 13F portfolio, value $2,872,157.

    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 11,272 shares
    Change vs previous 13F +1,263 shares

    0.03% of the 13F portfolio, value $3,709,286.

    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 10,009 shares
    Change vs previous 13F -2,566 shares

    0.03% of the 13F portfolio, value $3,230,440.

    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 12,575 shares
    Change vs previous 13F +4,645 shares

    0.03% of the 13F portfolio, value $2,535,597.

    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 7,930 shares
    Change vs previous 13F +255 shares

    0.02% of the 13F portfolio, value $1,774,068.

    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 7,675 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,995,613.

    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).