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Disclosery

Integrated Wealth Concepts LLC: CRS position timeline

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

Integrated Wealth Concepts LLC held 8,339 CRS 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 8,339 shares
    Change vs previous 13F +1,591 shares

    0.03% of the 13F portfolio, value $5,143,558.

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

  2. period ended2026-03-31
    13F 6,748 shares
    Change vs previous 13F +5,933 shares

    0.02% of the 13F portfolio, value $2,659,787.

    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 815 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $256,598.

    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).