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Integrated Wealth Concepts LLC: CLOU position timeline

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

Integrated Wealth Concepts LLC held 20,493 CLOU 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 20,493 shares
    Change vs previous 13F -1,549 shares

    <0.01% of the 13F portfolio, value $466,012.

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

  2. period ended2026-03-31
    13F 22,042 shares
    Change vs previous 13F +722 shares

    <0.01% of the 13F portfolio, value $429,820.

    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 21,320 shares
    Change vs previous 13F -465 shares

    0.01% of the 13F portfolio, value $482,259.

    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 21,785 shares
    Change vs previous 13F +770 shares

    <0.01% of the 13F portfolio, value $506,719.

    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 21,015 shares
    Change vs previous 13F +385 shares

    <0.01% of the 13F portfolio, value $490,283.

    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 20,630 shares
    Change vs previous 13F +1,190 shares

    0.01% of the 13F portfolio, value $433,026.

    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 19,440 shares
    Change vs previous 13F +2,465 shares

    0.01% of the 13F portfolio, value $465,782.

    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 16,975 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $348,838.

    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).