Skip to content
Disclosery

Integrated Wealth Concepts LLC: CSCO position timeline

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

Integrated Wealth Concepts LLC held 183,822 CSCO 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 183,822 shares
    Change vs previous 13F +4,157 shares

    0.14% of the 13F portfolio, value $21,591,745.

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

  2. period ended2026-03-31
    13F 179,665 shares
    Change vs previous 13F +91,268 shares

    0.11% of the 13F portfolio, value $13,940,231.

    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 88,397 shares
    Change vs previous 13F -56,875 shares

    0.08% of the 13F portfolio, value $6,809,251.

    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 145,272 shares
    Change vs previous 13F +9,806 shares

    0.09% of the 13F portfolio, value $9,939,516.

    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 135,466 shares
    Change vs previous 13F +4,569 shares

    0.09% of the 13F portfolio, value $9,398,641.

    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 130,897 shares
    Change vs previous 13F -925 shares

    0.09% of the 13F portfolio, value $8,077,672.

    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 131,822 shares
    Change vs previous 13F +179 shares

    0.09% of the 13F portfolio, value $7,803,843.

    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 131,643 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $7,006,019.

    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).