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Integrated Wealth Concepts LLC: CPNG position timeline

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

Integrated Wealth Concepts LLC held 66,269 CPNG 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 66,269 shares
    Change vs previous 13F -6,076 shares

    0.01% of the 13F portfolio, value $1,151,092.

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

  2. period ended2026-03-31
    13F 72,345 shares
    Change vs previous 13F +41,183 shares

    0.01% of the 13F portfolio, value $1,365,874.

    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 31,162 shares
    Change vs previous 13F -82,915 shares

    0.01% of the 13F portfolio, value $735,112.

    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 114,077 shares
    Change vs previous 13F +22,264 shares

    0.03% of the 13F portfolio, value $3,673,292.

    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 91,813 shares
    Change vs previous 13F +24,894 shares

    0.03% of the 13F portfolio, value $2,750,719.

    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 66,919 shares
    Change vs previous 13F -2,559 shares

    0.02% of the 13F portfolio, value $1,467,532.

    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 69,478 shares
    Change vs previous 13F +57,368 shares

    0.02% of the 13F portfolio, value $1,527,128.

    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 12,110 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $297,300.

    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).