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Integrated Wealth Concepts LLC: CFG position timeline

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

Integrated Wealth Concepts LLC held 49,340 CFG 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 49,340 shares
    Change vs previous 13F -115 shares

    0.02% of the 13F portfolio, value $3,457,217.

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

  2. period ended2026-03-31
    13F 49,455 shares
    Change vs previous 13F +16,295 shares

    0.02% of the 13F portfolio, value $2,965,795.

    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 33,160 shares
    Change vs previous 13F +2,394 shares

    0.02% of the 13F portfolio, value $1,936,851.

    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 30,766 shares
    Change vs previous 13F +1,242 shares

    0.01% of the 13F portfolio, value $1,635,530.

    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 29,524 shares
    Change vs previous 13F +21,922 shares

    0.01% of the 13F portfolio, value $1,321,222.

    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 7,602 shares
    Change vs previous 13F -549 shares

    <0.01% of the 13F portfolio, value $311,455.

    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 8,151 shares
    Change vs previous 13F +3,176 shares

    <0.01% of the 13F portfolio, value $356,668.

    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 4,975 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $204,328.

    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).