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Disclosery

Integrated Wealth Concepts LLC: CHE position timeline

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

Integrated Wealth Concepts LLC held 27,774 CHE 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 27,774 shares
    Change vs previous 13F +2,461 shares

    0.08% of the 13F portfolio, value $12,935,522.

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

  2. period ended2026-03-31
    13F 25,313 shares
    Change vs previous 13F +7,709 shares

    0.08% of the 13F portfolio, value $9,561,734.

    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 17,604 shares
    Change vs previous 13F -4,496 shares

    0.09% of the 13F portfolio, value $7,532,058.

    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 22,100 shares
    Change vs previous 13F +4,509 shares

    0.09% of the 13F portfolio, value $9,895,018.

    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 17,591 shares
    Change vs previous 13F +6,987 shares

    0.09% of the 13F portfolio, value $8,565,553.

    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 10,604 shares
    Change vs previous 13F +1,936 shares

    0.08% of the 13F portfolio, value $6,524,734.

    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 8,668 shares
    Change vs previous 13F +1,759 shares

    0.05% of the 13F portfolio, value $4,592,050.

    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 6,909 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $4,152,245.

    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).