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Integrated Wealth Concepts LLC: CSHI position timeline

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

Integrated Wealth Concepts LLC held 11,574 CSHI 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 11,574 shares
    Change vs previous 13F -127,455 shares

    <0.01% of the 13F portfolio, value $576,503.

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

  2. period ended2026-03-31
    13F 139,029 shares
    Change vs previous 13F -3,214 shares

    0.06% of the 13F portfolio, value $6,920,841.

    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 142,243 shares
    Change vs previous 13F -1,413 shares

    0.08% of the 13F portfolio, value $7,073,725.

    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 143,656 shares
    Change vs previous 13F -5,973 shares

    0.06% of the 13F portfolio, value $7,143,020.

    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 149,629 shares
    Change vs previous 13F +7,601 shares

    0.07% of the 13F portfolio, value $7,441,053.

    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 142,028 shares
    Change vs previous 13F +14,952 shares

    0.08% of the 13F portfolio, value $7,048,843.

    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 127,076 shares
    Change vs previous 13F +84,570 shares

    0.07% of the 13F portfolio, value $6,330,945.

    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 42,506 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,116,816.

    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).