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Disclosery

Integrated Wealth Concepts LLC: CTAS position timeline

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

Integrated Wealth Concepts LLC held 6,856 CTAS 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 6,856 shares
    Change vs previous 13F -655 shares

    0.01% of the 13F portfolio, value $1,166,109.

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

  2. period ended2026-03-31
    13F 7,511 shares
    Change vs previous 13F +3,724 shares

    0.01% of the 13F portfolio, value $1,270,437.

    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 3,787 shares
    Change vs previous 13F -3,208 shares

    0.01% of the 13F portfolio, value $712,257.

    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 6,995 shares
    Change vs previous 13F -91 shares

    0.01% of the 13F portfolio, value $1,435,739.

    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 7,086 shares
    Change vs previous 13F +1,575 shares

    0.02% of the 13F portfolio, value $1,579,291.

    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 5,511 shares
    Change vs previous 13F +149 shares

    0.01% of the 13F portfolio, value $1,132,642.

    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 5,362 shares
    Change vs previous 13F +16 shares

    0.01% of the 13F portfolio, value $979,710.

    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 5,346 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,100,562.

    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).