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Disclosery

Integrated Wealth Concepts LLC: COR position timeline

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

Integrated Wealth Concepts LLC held 5,791 COR 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 5,791 shares
    Change vs previous 13F -5,524 shares

    0.01% of the 13F portfolio, value $1,638,618.

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

  2. period ended2026-03-31
    13F 11,315 shares
    Change vs previous 13F +4,728 shares

    0.03% of the 13F portfolio, value $3,554,355.

    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 6,587 shares
    Change vs previous 13F -1,782 shares

    0.03% of the 13F portfolio, value $2,224,887.

    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 8,369 shares
    Change vs previous 13F +1,219 shares

    0.02% of the 13F portfolio, value $2,615,642.

    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 7,150 shares
    Change vs previous 13F -858 shares

    0.02% of the 13F portfolio, value $2,144,074.

    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 8,008 shares
    Change vs previous 13F +2,389 shares

    0.03% of the 13F portfolio, value $2,226,941.

    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 5,619 shares
    Change vs previous 13F -3,350 shares

    0.01% of the 13F portfolio, value $1,262,557.

    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 8,969 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,018,767.

    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).