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Disclosery

Integrated Wealth Concepts LLC: CNQ position timeline

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

Integrated Wealth Concepts LLC held 20,027 CNQ 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 20,027 shares
    Change vs previous 13F -6,701 shares

    0.01% of the 13F portfolio, value $791,068.

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

  2. period ended2026-03-31
    13F 26,728 shares
    Change vs previous 13F +19,828 shares

    0.01% of the 13F portfolio, value $1,302,463.

    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 6,900 shares
    Change vs previous 13F -9,636 shares

    <0.01% of the 13F portfolio, value $233,567.

    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 16,536 shares
    Change vs previous 13F +3,335 shares

    <0.01% of the 13F portfolio, value $528,475.

    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 13,201 shares
    Change vs previous 13F +5,162 shares

    <0.01% of the 13F portfolio, value $414,513.

    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 8,039 shares
    Change vs previous 13F -1,948 shares

    <0.01% of the 13F portfolio, value $247,592.

    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 9,987 shares
    Change vs previous 13F +269 shares

    <0.01% of the 13F portfolio, value $308,288.

    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 9,718 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $322,726.

    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).