Skip to content
Disclosery

Integrated Wealth Concepts LLC: CWB position timeline

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

Integrated Wealth Concepts LLC held 5,100 CWB 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 5,100 shares
    Change vs previous 13F -944 shares

    <0.01% of the 13F portfolio, value $549,847.

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

  2. period ended2026-03-31
    13F 6,044 shares
    Change vs previous 13F +1,046 shares

    <0.01% of the 13F portfolio, value $553,139.

    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 4,998 shares
    Change vs previous 13F -2,236 shares

    0.01% of the 13F portfolio, value $445,865.

    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 7,234 shares
    Change vs previous 13F -1,512 shares

    0.01% of the 13F portfolio, value $654,670.

    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 8,746 shares
    Change vs previous 13F -3,607 shares

    0.01% of the 13F portfolio, value $722,905.

    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 12,353 shares
    Change vs previous 13F -1,946 shares

    0.01% of the 13F portfolio, value $946,500.

    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 14,299 shares
    Change vs previous 13F +769 shares

    0.01% of the 13F portfolio, value $1,113,720.

    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 13,530 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,036,263.

    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).