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Integrated Wealth Concepts LLC: CGBL position timeline

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

Integrated Wealth Concepts LLC held 274,113 CGBL 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 274,113 shares
    Change vs previous 13F +47,582 shares

    0.07% of the 13F portfolio, value $10,405,320.

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

  2. period ended2026-03-31
    13F 226,531 shares
    Change vs previous 13F +31,551 shares

    0.06% of the 13F portfolio, value $7,794,931.

    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 194,980 shares
    Change vs previous 13F +45,317 shares

    0.08% of the 13F portfolio, value $6,888,653.

    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 149,663 shares
    Change vs previous 13F +42,953 shares

    0.05% of the 13F portfolio, value $5,196,317.

    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 106,710 shares
    Change vs previous 13F +26,228 shares

    0.04% of the 13F portfolio, value $3,568,394.

    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 80,482 shares
    Change vs previous 13F +41,204 shares

    0.03% of the 13F portfolio, value $2,493,346.

    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 39,278 shares
    Change vs previous 13F +18,305 shares

    0.01% of the 13F portfolio, value $1,228,222.

    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 20,973 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $651,212.

    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).