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Integrated Wealth Concepts LLC: CPRT position timeline

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

Integrated Wealth Concepts LLC held 390,925 CPRT 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 390,925 shares
    Change vs previous 13F +40,804 shares

    0.07% of the 13F portfolio, value $11,020,190.

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

  2. period ended2026-03-31
    13F 350,121 shares
    Change vs previous 13F +148,892 shares

    0.09% of the 13F portfolio, value $11,624,011.

    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 201,229 shares
    Change vs previous 13F -48,167 shares

    0.09% of the 13F portfolio, value $7,878,135.

    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 249,396 shares
    Change vs previous 13F +43,292 shares

    0.1% of the 13F portfolio, value $11,215,335.

    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 206,104 shares
    Change vs previous 13F +76,972 shares

    0.1% of the 13F portfolio, value $10,113,503.

    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 129,132 shares
    Change vs previous 13F +11,961 shares

    0.09% of the 13F portfolio, value $7,307,585.

    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 117,171 shares
    Change vs previous 13F +20,210 shares

    0.08% of the 13F portfolio, value $6,724,454.

    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 96,961 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $5,080,781.

    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).