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Integrated Wealth Concepts LLC: CGCV position timeline

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

Integrated Wealth Concepts LLC held 63,562 CGCV 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 63,562 shares
    Change vs previous 13F +20,826 shares

    0.01% of the 13F portfolio, value $2,086,103.

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

  2. period ended2026-03-31
    13F 42,736 shares
    Change vs previous 13F +11,780 shares

    0.01% of the 13F portfolio, value $1,273,951.

    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 30,956 shares
    Change vs previous 13F +7,532 shares

    0.01% of the 13F portfolio, value $943,836.

    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 23,424 shares
    Change vs previous 13F +14,061 shares

    0.01% of the 13F portfolio, value $705,297.

    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 9,363 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $267,770.

    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).