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Integrated Wealth Concepts LLC: COWZ position timeline

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

Integrated Wealth Concepts LLC held 51,437 COWZ 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 51,437 shares
    Change vs previous 13F -560 shares

    0.02% of the 13F portfolio, value $3,199,363.

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

  2. period ended2026-03-31
    13F 51,997 shares
    Change vs previous 13F +4,250 shares

    0.03% of the 13F portfolio, value $3,252,912.

    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 47,747 shares
    Change vs previous 13F -5,217 shares

    0.03% of the 13F portfolio, value $2,872,922.

    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 52,964 shares
    Change vs previous 13F -6 shares

    0.03% of the 13F portfolio, value $3,043,821.

    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 52,970 shares
    Change vs previous 13F -26,254 shares

    0.03% of the 13F portfolio, value $2,918,635.

    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 79,224 shares
    Change vs previous 13F +19,297 shares

    0.05% of the 13F portfolio, value $4,338,274.

    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 59,927 shares
    Change vs previous 13F -78,879 shares

    0.04% of the 13F portfolio, value $3,384,668.

    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 138,806 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $8,027,132.

    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).