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Disclosery

Integrated Wealth Concepts LLC: CGMS position timeline

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

Integrated Wealth Concepts LLC held 412,825 CGMS 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 412,825 shares
    Change vs previous 13F +17,316 shares

    0.07% of the 13F portfolio, value $11,282,509.

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

  2. period ended2026-03-31
    13F 395,509 shares
    Change vs previous 13F +24,763 shares

    0.09% of the 13F portfolio, value $10,769,697.

    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 370,746 shares
    Change vs previous 13F +107,666 shares

    0.12% of the 13F portfolio, value $10,239,999.

    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 263,080 shares
    Change vs previous 13F +58,703 shares

    0.07% of the 13F portfolio, value $7,300,478.

    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 204,377 shares
    Change vs previous 13F +16,747 shares

    0.06% of the 13F portfolio, value $5,644,887.

    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 187,630 shares
    Change vs previous 13F -31,257 shares

    0.06% of the 13F portfolio, value $5,122,310.

    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 218,887 shares
    Change vs previous 13F +31,985 shares

    0.07% of the 13F portfolio, value $5,971,241.

    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 186,902 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $5,203,357.

    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).