Skip to content
Disclosery

Integrated Wealth Concepts LLC: CLX position timeline

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

Integrated Wealth Concepts LLC held 14,239 CLX 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 14,239 shares
    Change vs previous 13F -235 shares

    0.01% of the 13F portfolio, value $1,358,940.

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

  2. period ended2026-03-31
    13F 14,474 shares
    Change vs previous 13F +11,965 shares

    0.01% of the 13F portfolio, value $1,499,928.

    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 2,509 shares
    Change vs previous 13F -11,250 shares

    <0.01% of the 13F portfolio, value $252,934.

    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 13,759 shares
    Change vs previous 13F +2,410 shares

    0.02% of the 13F portfolio, value $1,696,525.

    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 11,349 shares
    Change vs previous 13F +4,431 shares

    0.01% of the 13F portfolio, value $1,362,669.

    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 6,918 shares
    Change vs previous 13F -6,838 shares

    0.01% of the 13F portfolio, value $1,018,746.

    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 13,756 shares
    Change vs previous 13F +4,341 shares

    0.03% of the 13F portfolio, value $2,234,172.

    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 9,415 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,533,871.

    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).