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Integrated Wealth Concepts LLC: CGCB position timeline

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

Integrated Wealth Concepts LLC held 162,034 CGCB 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 162,034 shares
    Change vs previous 13F +32,226 shares

    0.03% of the 13F portfolio, value $4,242,039.

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

  2. period ended2026-03-31
    13F 129,808 shares
    Change vs previous 13F +25,453 shares

    0.03% of the 13F portfolio, value $3,408,770.

    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 104,355 shares
    Change vs previous 13F +29,557 shares

    0.03% of the 13F portfolio, value $2,767,488.

    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 74,798 shares
    Change vs previous 13F +28,005 shares

    0.02% of the 13F portfolio, value $1,988,126.

    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 46,793 shares
    Change vs previous 13F +11,352 shares

    0.01% of the 13F portfolio, value $1,230,651.

    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 35,441 shares
    Change vs previous 13F +5,967 shares

    0.01% of the 13F portfolio, value $931,401.

    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 29,474 shares
    Change vs previous 13F +14,890 shares

    0.01% of the 13F portfolio, value $760,142.

    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 14,584 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $393,044.

    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).