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Integrated Wealth Concepts LLC: CGGO position timeline

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

Integrated Wealth Concepts LLC held 433,271 CGGO 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 433,271 shares
    Change vs previous 13F +4,398 shares

    0.12% of the 13F portfolio, value $18,340,376.

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

  2. period ended2026-03-31
    13F 428,873 shares
    Change vs previous 13F +83,104 shares

    0.11% of the 13F portfolio, value $14,311,503.

    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 345,769 shares
    Change vs previous 13F +53,632 shares

    0.14% of the 13F portfolio, value $11,980,908.

    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 292,137 shares
    Change vs previous 13F +29,019 shares

    0.09% of the 13F portfolio, value $9,982,328.

    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 263,118 shares
    Change vs previous 13F +67,806 shares

    0.08% of the 13F portfolio, value $8,411,901.

    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 195,312 shares
    Change vs previous 13F +87,151 shares

    0.06% of the 13F portfolio, value $5,533,205.

    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 108,161 shares
    Change vs previous 13F +62,865 shares

    0.04% of the 13F portfolio, value $3,160,474.

    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 45,296 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,365,672.

    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).