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Integrated Wealth Concepts LLC: CRVL position timeline

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

Integrated Wealth Concepts LLC held 5,314 CRVL 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 5,314 shares
    Change vs previous 13F -1,635 shares

    <0.01% of the 13F portfolio, value $332,232.

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

  2. period ended2026-03-31
    13F 6,949 shares
    Change vs previous 13F +3,852 shares

    <0.01% of the 13F portfolio, value $379,764.

    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 3,097 shares
    Change vs previous 13F -3,655 shares

    <0.01% of the 13F portfolio, value $209,574.

    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 6,752 shares
    Change vs previous 13F +2,727 shares

    <0.01% of the 13F portfolio, value $522,740.

    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 4,025 shares
    Change vs previous 13F +225 shares

    <0.01% of the 13F portfolio, value $413,690.

    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 3,800 shares
    Change vs previous 13F +389 shares

    <0.01% of the 13F portfolio, value $425,486.

    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 3,411 shares
    Change vs previous 13F +2,258 shares

    <0.01% of the 13F portfolio, value $379,508.

    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 1,153 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $376,904.

    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).