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Disclosery

Integrated Wealth Concepts LLC: D position timeline

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

Integrated Wealth Concepts LLC held 47,714 D 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 47,714 shares
    Change vs previous 13F -2,292 shares

    0.02% of the 13F portfolio, value $3,258,402.

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

  2. period ended2026-03-31
    13F 50,006 shares
    Change vs previous 13F +30,207 shares

    0.02% of the 13F portfolio, value $3,091,338.

    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 19,799 shares
    Change vs previous 13F -19,802 shares

    0.01% of the 13F portfolio, value $1,160,037.

    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 39,601 shares
    Change vs previous 13F +5,140 shares

    0.02% of the 13F portfolio, value $2,422,368.

    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 34,461 shares
    Change vs previous 13F -5,310 shares

    0.02% of the 13F portfolio, value $1,947,710.

    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 39,771 shares
    Change vs previous 13F +2,798 shares

    0.03% of the 13F portfolio, value $2,229,955.

    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 36,973 shares
    Change vs previous 13F -321 shares

    0.02% of the 13F portfolio, value $1,991,351.

    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 37,294 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,155,201.

    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).