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Disclosery

Integrated Wealth Concepts LLC: CMG position timeline

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

Integrated Wealth Concepts LLC held 19,511 CMG 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 19,511 shares
    Change vs previous 13F -14,028 shares

    <0.01% of the 13F portfolio, value $663,361.

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

  2. period ended2026-03-31
    13F 33,539 shares
    Change vs previous 13F +19,471 shares

    0.01% of the 13F portfolio, value $1,073,596.

    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 14,068 shares
    Change vs previous 13F -4,660 shares

    0.01% of the 13F portfolio, value $520,529.

    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 18,728 shares
    Change vs previous 13F -3,711 shares

    0.01% of the 13F portfolio, value $733,956.

    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 22,439 shares
    Change vs previous 13F -2,051 shares

    0.01% of the 13F portfolio, value $1,259,962.

    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 24,490 shares
    Change vs previous 13F +2,991 shares

    0.01% of the 13F portfolio, value $1,229,650.

    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 21,499 shares
    Change vs previous 13F +3,230 shares

    0.02% of the 13F portfolio, value $1,296,413.

    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 18,269 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,052,681.

    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).