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Integrated Wealth Concepts LLC: DBMF position timeline

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

Integrated Wealth Concepts LLC held 170,990 DBMF 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 170,990 shares
    Change vs previous 13F +49,374 shares

    0.03% of the 13F portfolio, value $5,234,006.

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

  2. period ended2026-03-31
    13F 121,616 shares
    Change vs previous 13F +92,665 shares

    0.03% of the 13F portfolio, value $3,666,754.

    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 28,951 shares
    Change vs previous 13F -1,451 shares

    0.01% of the 13F portfolio, value $812,366.

    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 30,402 shares
    Change vs previous 13F +2,305 shares

    0.01% of the 13F portfolio, value $830,278.

    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 28,097 shares
    Change vs previous 13F +1,403 shares

    0.01% of the 13F portfolio, value $722,929.

    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 26,694 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $674,281.

    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).