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Integrated Wealth Concepts LLC: CGDG position timeline

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

Integrated Wealth Concepts LLC held 366,288 CGDG 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 366,288 shares
    Change vs previous 13F +74,775 shares

    0.09% of the 13F portfolio, value $13,739,487.

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

  2. period ended2026-03-31
    13F 291,513 shares
    Change vs previous 13F +69,394 shares

    0.08% of the 13F portfolio, value $10,465,322.

    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 222,119 shares
    Change vs previous 13F +35,499 shares

    0.09% of the 13F portfolio, value $7,916,314.

    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 186,620 shares
    Change vs previous 13F +101,098 shares

    0.06% of the 13F portfolio, value $6,466,373.

    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 85,522 shares
    Change vs previous 13F +42,186 shares

    0.03% of the 13F portfolio, value $2,876,096.

    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 43,336 shares
    Change vs previous 13F +16,155 shares

    0.02% of the 13F portfolio, value $1,339,094.

    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 27,181 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $805,655.

    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).