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Disclosery

Integrated Wealth Concepts LLC: CNC position timeline

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

Integrated Wealth Concepts LLC held 70,651 CNC 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 70,651 shares
    Change vs previous 13F -16,755 shares

    0.03% of the 13F portfolio, value $4,535,116.

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

  2. period ended2026-03-31
    13F 87,406 shares
    Change vs previous 13F +39,356 shares

    0.02% of the 13F portfolio, value $2,861,685.

    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 48,050 shares
    Change vs previous 13F +29,205 shares

    0.02% of the 13F portfolio, value $1,977,277.

    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 18,845 shares
    Change vs previous 13F -3,947 shares

    0.01% of the 13F portfolio, value $672,392.

    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 22,792 shares
    Change vs previous 13F +18,346 shares

    0.01% of the 13F portfolio, value $1,237,151.

    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 4,446 shares
    Change vs previous 13F -1,249 shares

    <0.01% of the 13F portfolio, value $269,924.

    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 5,695 shares
    Change vs previous 13F +1,506 shares

    <0.01% of the 13F portfolio, value $345,030.

    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 4,189 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $315,349.

    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).