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Integrated Wealth Concepts LLC: CSMD position timeline

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

Integrated Wealth Concepts LLC held 141,552 CSMD 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 141,552 shares
    Change vs previous 13F -154 shares

    0.03% of the 13F portfolio, value $5,165,249.

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

  2. period ended2026-03-31
    13F 141,706 shares
    Change vs previous 13F +19,171 shares

    0.03% of the 13F portfolio, value $4,351,795.

    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 122,535 shares
    Change vs previous 13F +9,910 shares

    0.05% of the 13F portfolio, value $3,874,569.

    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 112,625 shares
    Change vs previous 13F +16,371 shares

    0.03% of the 13F portfolio, value $3,751,542.

    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 96,254 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,001,203.

    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).