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Integrated Wealth Concepts LLC: CGDV position timeline

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

Integrated Wealth Concepts LLC held 1,607,954 CGDV 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 1,607,954 shares
    Change vs previous 13F +158,471 shares

    0.52% of the 13F portfolio, value $79,239,959.

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

  2. period ended2026-03-31
    13F 1,449,483 shares
    Change vs previous 13F +111,784 shares

    0.49% of the 13F portfolio, value $61,661,017.

    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 1,337,699 shares
    Change vs previous 13F +124,222 shares

    0.69% of the 13F portfolio, value $58,377,171.

    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 1,213,477 shares
    Change vs previous 13F +100,477 shares

    0.46% of the 13F portfolio, value $51,002,462.

    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 1,113,000 shares
    Change vs previous 13F +57,439 shares

    0.44% of the 13F portfolio, value $43,952,385.

    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 1,055,561 shares
    Change vs previous 13F +93,514 shares

    0.44% of the 13F portfolio, value $37,620,183.

    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 962,047 shares
    Change vs previous 13F +114,953 shares

    0.39% of the 13F portfolio, value $33,921,762.

    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 847,094 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $30,868,100.

    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).