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Disclosery

Integrated Wealth Concepts LLC: CMI position timeline

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

Integrated Wealth Concepts LLC held 11,575 CMI 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 11,575 shares
    Change vs previous 13F +705 shares

    0.05% of the 13F portfolio, value $8,255,453.

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

  2. period ended2026-03-31
    13F 10,870 shares
    Change vs previous 13F +3,097 shares

    0.05% of the 13F portfolio, value $5,848,482.

    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 7,773 shares
    Change vs previous 13F -1,679 shares

    0.05% of the 13F portfolio, value $3,967,741.

    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 9,452 shares
    Change vs previous 13F -549 shares

    0.04% of the 13F portfolio, value $3,992,333.

    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 10,001 shares
    Change vs previous 13F +1,535 shares

    0.03% of the 13F portfolio, value $3,275,476.

    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 8,466 shares
    Change vs previous 13F +646 shares

    0.03% of the 13F portfolio, value $2,653,673.

    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 7,820 shares
    Change vs previous 13F +167 shares

    0.03% of the 13F portfolio, value $2,726,073.

    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 7,653 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,477,842.

    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).