Skip to content
Disclosery

Integrated Wealth Concepts LLC: CI position timeline

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

Integrated Wealth Concepts LLC held 27,864 CI 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 27,864 shares
    Change vs previous 13F -314 shares

    0.05% of the 13F portfolio, value $7,681,469.

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

  2. period ended2026-03-31
    13F 28,178 shares
    Change vs previous 13F +21,089 shares

    0.06% of the 13F portfolio, value $7,516,642.

    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 7,089 shares
    Change vs previous 13F -3,151 shares

    0.02% of the 13F portfolio, value $1,951,028.

    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 10,240 shares
    Change vs previous 13F -1,760 shares

    0.03% of the 13F portfolio, value $2,951,785.

    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 12,000 shares
    Change vs previous 13F +2,103 shares

    0.04% of the 13F portfolio, value $3,966,891.

    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 9,897 shares
    Change vs previous 13F -88 shares

    0.04% of the 13F portfolio, value $3,256,019.

    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 9,985 shares
    Change vs previous 13F -1,058 shares

    0.03% of the 13F portfolio, value $2,757,343.

    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 11,043 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,825,662.

    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).