Skip to content
Disclosery

Integrated Wealth Concepts LLC: CSX position timeline

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

Integrated Wealth Concepts LLC held 43,634 CSX 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 43,634 shares
    Change vs previous 13F +3,750 shares

    0.01% of the 13F portfolio, value $2,073,925.

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

  2. period ended2026-03-31
    13F 39,884 shares
    Change vs previous 13F +9,074 shares

    0.01% of the 13F portfolio, value $1,637,246.

    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 30,810 shares
    Change vs previous 13F -2,011 shares

    0.01% of the 13F portfolio, value $1,116,864.

    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 32,821 shares
    Change vs previous 13F +15,730 shares

    0.01% of the 13F portfolio, value $1,165,493.

    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 17,091 shares
    Change vs previous 13F -8,558 shares

    0.01% of the 13F portfolio, value $557,671.

    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 25,649 shares
    Change vs previous 13F -2,514 shares

    0.01% of the 13F portfolio, value $754,837.

    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 28,163 shares
    Change vs previous 13F -4,077 shares

    0.01% of the 13F portfolio, value $908,805.

    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 32,240 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,113,247.

    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).