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Integrated Wealth Concepts LLC: CIBR position timeline

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

Integrated Wealth Concepts LLC held 168,076 CIBR 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 168,076 shares
    Change vs previous 13F +81,738 shares

    0.1% of the 13F portfolio, value $15,101,630.

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

  2. period ended2026-03-31
    13F 86,338 shares
    Change vs previous 13F +27,223 shares

    0.04% of the 13F portfolio, value $5,411,692.

    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 59,115 shares
    Change vs previous 13F -24,772 shares

    0.05% of the 13F portfolio, value $4,223,771.

    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 83,887 shares
    Change vs previous 13F +4,993 shares

    0.06% of the 13F portfolio, value $6,376,215.

    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 78,894 shares
    Change vs previous 13F -7,926 shares

    0.06% of the 13F portfolio, value $5,962,764.

    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 86,820 shares
    Change vs previous 13F +26,463 shares

    0.06% of the 13F portfolio, value $5,469,603.

    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 60,357 shares
    Change vs previous 13F +1,821 shares

    0.04% of the 13F portfolio, value $3,829,660.

    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 58,536 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,467,094.

    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).