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Disclosery

Integrated Wealth Concepts LLC: CHWY position timeline

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

Integrated Wealth Concepts LLC held 0 CHWY 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 0 shares
    Change vs previous 13F -31,850 shares

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 31,850 shares
    Change vs previous 13F +21,851 shares

    0.01% of the 13F portfolio, value $859,950.

    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 9,999 shares
    Change vs previous 13F -11,657 shares

    <0.01% of the 13F portfolio, value $330,468.

    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 21,656 shares
    Change vs previous 13F +15,824 shares

    0.01% of the 13F portfolio, value $875,985.

    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 5,832 shares
    Change vs previous 13F -1,392 shares

    <0.01% of the 13F portfolio, value $248,560.

    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 7,224 shares
    Change vs previous 13F +59 shares

    <0.01% of the 13F portfolio, value $234,852.

    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 7,165 shares
    Change vs previous 13F -4 shares

    <0.01% of the 13F portfolio, value $239,957.

    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 7,169 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $209,981.

    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).