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Disclosery

Integrated Wealth Concepts LLC: CTA position timeline

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

Integrated Wealth Concepts LLC held 42,153 CTA 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 42,153 shares
    Change vs previous 13F -4,043 shares

    0.01% of the 13F portfolio, value $1,093,455.

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

  2. period ended2026-03-31
    13F 46,196 shares
    Change vs previous 13F +14,773 shares

    0.01% of the 13F portfolio, value $1,396,027.

    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 31,423 shares
    Change vs previous 13F -8,660 shares

    0.01% of the 13F portfolio, value $856,600.

    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 40,083 shares
    Change vs previous 13F +3,879 shares

    0.01% of the 13F portfolio, value $1,121,117.

    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 36,204 shares
    Change vs previous 13F +3,010 shares

    0.01% of the 13F portfolio, value $968,092.

    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 33,194 shares
    Change vs previous 13F +15,609 shares

    0.01% of the 13F portfolio, value $982,557.

    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 17,585 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $490,446.

    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).