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Integrated Wealth Concepts LLC: CGGR position timeline

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

Integrated Wealth Concepts LLC held 190,242 CGGR 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 190,242 shares
    Change vs previous 13F +17,507 shares

    0.06% of the 13F portfolio, value $8,979,415.

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

  2. period ended2026-03-31
    13F 172,735 shares
    Change vs previous 13F +36,389 shares

    0.06% of the 13F portfolio, value $6,942,217.

    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 136,346 shares
    Change vs previous 13F +29,592 shares

    0.07% of the 13F portfolio, value $6,063,310.

    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 106,754 shares
    Change vs previous 13F +25,273 shares

    0.04% of the 13F portfolio, value $4,688,634.

    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 81,481 shares
    Change vs previous 13F +24,533 shares

    0.03% of the 13F portfolio, value $3,312,213.

    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 56,948 shares
    Change vs previous 13F +13,180 shares

    0.02% of the 13F portfolio, value $1,950,480.

    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 43,768 shares
    Change vs previous 13F +18,558 shares

    0.02% of the 13F portfolio, value $1,626,857.

    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 25,210 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $877,073.

    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).