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Integrated Wealth Concepts LLC: CMF position timeline

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

Integrated Wealth Concepts LLC held 52,445 CMF 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 52,445 shares
    Change vs previous 13F +11,691 shares

    0.02% of the 13F portfolio, value $3,022,905.

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

  2. period ended2026-03-31
    13F 40,754 shares
    Change vs previous 13F +22,443 shares

    0.02% of the 13F portfolio, value $2,317,294.

    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 18,311 shares
    Change vs previous 13F -14,901 shares

    0.01% of the 13F portfolio, value $1,052,174.

    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 33,212 shares
    Change vs previous 13F -1,037 shares

    0.02% of the 13F portfolio, value $1,894,430.

    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 34,249 shares
    Change vs previous 13F -2,749 shares

    0.02% of the 13F portfolio, value $1,909,066.

    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 36,998 shares
    Change vs previous 13F -9,966 shares

    0.02% of the 13F portfolio, value $2,082,232.

    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 46,964 shares
    Change vs previous 13F +28,825 shares

    0.03% of the 13F portfolio, value $2,690,104.

    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 18,139 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,054,057.

    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).