Integrated Wealth Concepts LLC: CRH position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Integrated Wealth Concepts LLC on CRH, newest first. How the timeline and the estimate are built.
Integrated Wealth Concepts LLC held 11,830 CRH shares at 2026-06-30 per its 13F-HR/A filed 2026-09-09.
the latest 13F is the newest step
- period ended2026-06-3013F/A 11,830 sharesChange vs previous 13F -276 shares
0.01% of the 13F portfolio, value $1,265,776.
13F-HR/A 0001737109-26-000007 filed by Integrated Wealth Concepts LLC
Accepted , ingested - period ended2026-03-3113F 12,106 sharesChange vs previous 13F +6,645 shares
0.01% of the 13F portfolio, value $1,272,590.
13F-HR 0001737109-26-000002 filed by Integrated Wealth Concepts LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 5,461 sharesChange vs previous 13F -285 shares
0.01% of the 13F portfolio, value $681,548.
13F-HR 0001737109-26-000001 filed by Integrated Wealth Concepts LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 5,746 sharesChange vs previous 13F -336 shares
0.01% of the 13F portfolio, value $688,931.
13F-HR 0001737109-25-000007 filed by Integrated Wealth Concepts LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 6,082 sharesChange vs previous 13F +3,383 shares
0.01% of the 13F portfolio, value $558,287.
13F-HR 0001737109-25-000006 filed by Integrated Wealth Concepts LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,699 sharesChange vs previous 13F -554 shares
<0.01% of the 13F portfolio, value $237,430.
13F-HR 0001737109-25-000004 filed by Integrated Wealth Concepts LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 3,253 sharesChange vs previous 13F -294 shares
<0.01% of the 13F portfolio, value $300,968.
13F-HR 0001737109-25-000002 filed by Integrated Wealth Concepts LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 3,547 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $328,948.
13F-HR 0001737109-24-000006 filed by Integrated Wealth Concepts LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).