Skip to content
Disclosery

Integrated Wealth Concepts LLC: CGCP position timeline

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

Integrated Wealth Concepts LLC held 34,374 CGCP 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 34,374 shares
    Change vs previous 13F +4,848 shares

    0.01% of the 13F portfolio, value $766,201.

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

  2. period ended2026-03-31
    13F 29,526 shares
    Change vs previous 13F +5,028 shares

    0.01% of the 13F portfolio, value $659,609.

    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 24,498 shares
    Change vs previous 13F +2,110 shares

    0.01% of the 13F portfolio, value $554,623.

    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 22,388 shares
    Change vs previous 13F -2,506 shares

    <0.01% of the 13F portfolio, value $508,665.

    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 24,894 shares
    Change vs previous 13F +9,974 shares

    0.01% of the 13F portfolio, value $560,119.

    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 14,920 shares
    Change vs previous 13F +5,790 shares

    <0.01% of the 13F portfolio, value $334,955.

    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 9,130 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $202,686.

    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 9,130 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $211,085.

    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).