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Integrated Wealth Concepts LLC: DBEF position timeline

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

Integrated Wealth Concepts LLC held 714,452 DBEF 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 714,452 shares
    Change vs previous 13F +699,659 shares

    0.26% of the 13F portfolio, value $39,030,514.

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

  2. period ended2026-03-31
    13F 14,793 shares
    Change vs previous 13F +5,789 shares

    0.01% of the 13F portfolio, value $730,769.

    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 9,004 shares
    Change vs previous 13F -1,374 shares

    0.01% of the 13F portfolio, value $433,179.

    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 10,378 shares
    Change vs previous 13F +203 shares

    <0.01% of the 13F portfolio, value $481,762.

    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 10,175 shares
    Change vs previous 13F -72 shares

    <0.01% of the 13F portfolio, value $445,171.

    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 10,247 shares
    Change vs previous 13F -3,384 shares

    0.01% of the 13F portfolio, value $443,708.

    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 13,631 shares
    Change vs previous 13F -124 shares

    0.01% of the 13F portfolio, value $564,339.

    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 13,755 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $578,003.

    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).