Skip to content
Disclosery

Integrated Wealth Concepts LLC: CFO position timeline

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

Integrated Wealth Concepts LLC held 102,274 CFO 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 102,274 shares
    Change vs previous 13F +554 shares

    0.05% of the 13F portfolio, value $8,189,956.

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

  2. period ended2026-03-31
    13F 101,720 shares
    Change vs previous 13F -847 shares

    0.06% of the 13F portfolio, value $7,542,776.

    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 102,567 shares
    Change vs previous 13F -2,448 shares

    0.09% of the 13F portfolio, value $7,573,972.

    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 105,015 shares
    Change vs previous 13F -2,558 shares

    0.07% of the 13F portfolio, value $7,749,072.

    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 107,573 shares
    Change vs previous 13F -2,497 shares

    0.08% of the 13F portfolio, value $7,668,853.

    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 110,070 shares
    Change vs previous 13F -5,196 shares

    0.09% of the 13F portfolio, value $7,540,901.

    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 115,266 shares
    Change vs previous 13F +1,907 shares

    0.09% of the 13F portfolio, value $7,946,404.

    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 113,359 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $7,911,295.

    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).