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Disclosery

Integrated Wealth Concepts LLC: COP position timeline

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

Integrated Wealth Concepts LLC held 48,211 COP 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 48,211 shares
    Change vs previous 13F +1,841 shares

    0.03% of the 13F portfolio, value $5,012,005.

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

  2. period ended2026-03-31
    13F 46,370 shares
    Change vs previous 13F +12,617 shares

    0.05% of the 13F portfolio, value $6,120,876.

    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 33,753 shares
    Change vs previous 13F -2,444 shares

    0.04% of the 13F portfolio, value $3,159,624.

    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 36,197 shares
    Change vs previous 13F -1,306 shares

    0.03% of the 13F portfolio, value $3,423,887.

    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 37,503 shares
    Change vs previous 13F +7,194 shares

    0.03% of the 13F portfolio, value $3,365,517.

    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 30,309 shares
    Change vs previous 13F +1,371 shares

    0.04% of the 13F portfolio, value $3,183,078.

    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 28,938 shares
    Change vs previous 13F -958 shares

    0.03% of the 13F portfolio, value $2,869,813.

    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 29,896 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,147,400.

    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).