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Disclosery

Integrated Wealth Concepts LLC: CGSM position timeline

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

Integrated Wealth Concepts LLC held 27,052 CGSM 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 27,052 shares
    Change vs previous 13F +7,614 shares

    <0.01% of the 13F portfolio, value $713,768.

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

  2. period ended2026-03-31
    13F 19,438 shares
    Change vs previous 13F +4,453 shares

    <0.01% of the 13F portfolio, value $510,827.

    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 14,985 shares
    Change vs previous 13F +2,063 shares

    <0.01% of the 13F portfolio, value $394,718.

    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 12,922 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $340,614.

    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).