Skip to content
Disclosery

Integrated Wealth Concepts LLC: CG position timeline

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

Integrated Wealth Concepts LLC held 5,288 CG 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 5,288 shares
    Change vs previous 13F -2,975 shares

    <0.01% of the 13F portfolio, value $222,663.

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

  2. period ended2026-03-31
    13F 8,263 shares
    Change vs previous 13F +4,844 shares

    <0.01% of the 13F portfolio, value $399,823.

    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 3,419 shares
    Change vs previous 13F -4,101 shares

    <0.01% of the 13F portfolio, value $202,108.

    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 7,520 shares
    Change vs previous 13F +3,101 shares

    <0.01% of the 13F portfolio, value $471,534.

    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 4,419 shares
    Change vs previous 13F -1,154 shares

    <0.01% of the 13F portfolio, value $227,150.

    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 5,573 shares
    Change vs previous 13F +18 shares

    <0.01% of the 13F portfolio, value $242,938.

    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 5,555 shares
    Change vs previous 13F +66 shares

    <0.01% of the 13F portfolio, value $280,482.

    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 5,489 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $236,347.

    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).