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Disclosery

Integrated Wealth Concepts LLC: CII position timeline

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

Integrated Wealth Concepts LLC held 21,542 CII 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 21,542 shares
    Change vs previous 13F -1,685 shares

    <0.01% of the 13F portfolio, value $563,313.

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

  2. period ended2026-03-31
    13F 23,227 shares
    Change vs previous 13F +2,151 shares

    <0.01% of the 13F portfolio, value $488,231.

    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 21,076 shares
    Change vs previous 13F -976 shares

    0.01% of the 13F portfolio, value $492,545.

    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 22,052 shares
    Change vs previous 13F -69,943 shares

    <0.01% of the 13F portfolio, value $507,190.

    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 91,995 shares
    Change vs previous 13F -100 shares

    0.02% of the 13F portfolio, value $1,964,094.

    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 92,095 shares
    Change vs previous 13F -16,148 shares

    0.02% of the 13F portfolio, value $1,700,995.

    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 108,243 shares
    Change vs previous 13F -17,694 shares

    0.03% of the 13F portfolio, value $2,175,676.

    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 125,937 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,479,700.

    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).