Skip to content
Disclosery

Integrated Wealth Concepts LLC: CIEN position timeline

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

Integrated Wealth Concepts LLC held 5,756 CIEN 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 5,756 shares
    Change vs previous 13F -63 shares

    0.02% of the 13F portfolio, value $2,823,471.

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

  2. period ended2026-03-31
    13F 5,819 shares
    Change vs previous 13F +2,475 shares

    0.02% of the 13F portfolio, value $2,259,107.

    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 3,344 shares
    Change vs previous 13F -3,251 shares

    0.01% of the 13F portfolio, value $782,060.

    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 6,595 shares
    Change vs previous 13F +210 shares

    0.01% of the 13F portfolio, value $960,694.

    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 6,385 shares
    Change vs previous 13F +3,030 shares

    0.01% of the 13F portfolio, value $519,292.

    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 3,355 shares
    Change vs previous 13F +123 shares

    <0.01% of the 13F portfolio, value $202,742.

    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 3,232 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $274,106.

    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).