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Integrated Wealth Concepts LLC: CRM position timeline

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

Integrated Wealth Concepts LLC held 28,899 CRM 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 28,899 shares
    Change vs previous 13F -9,830 shares

    0.03% of the 13F portfolio, value $4,527,320.

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

  2. period ended2026-03-31
    13F 38,729 shares
    Change vs previous 13F +21,250 shares

    0.06% of the 13F portfolio, value $7,229,575.

    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 17,479 shares
    Change vs previous 13F -5,880 shares

    0.06% of the 13F portfolio, value $4,630,366.

    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 23,359 shares
    Change vs previous 13F -2,517 shares

    0.05% of the 13F portfolio, value $5,536,027.

    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 25,876 shares
    Change vs previous 13F +2,941 shares

    0.07% of the 13F portfolio, value $7,056,012.

    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 22,935 shares
    Change vs previous 13F +1,776 shares

    0.07% of the 13F portfolio, value $6,154,906.

    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 21,159 shares
    Change vs previous 13F +2,379 shares

    0.08% of the 13F portfolio, value $7,073,951.

    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 18,780 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $5,140,411.

    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).