Skip to content
Disclosery

Integrated Wealth Concepts LLC: DCOR position timeline

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

Integrated Wealth Concepts LLC held 336,503 DCOR 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 336,503 shares
    Change vs previous 13F -4,201 shares

    0.18% of the 13F portfolio, value $27,586,502.

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

  2. period ended2026-03-31
    13F 340,704 shares
    Change vs previous 13F +1,586 shares

    0.2% of the 13F portfolio, value $24,557,974.

    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 339,118 shares
    Change vs previous 13F +230 shares

    0.3% of the 13F portfolio, value $24,969,262.

    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 338,888 shares
    Change vs previous 13F +9,939 shares

    0.22% of the 13F portfolio, value $24,379,633.

    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 328,949 shares
    Change vs previous 13F +68,388 shares

    0.22% of the 13F portfolio, value $21,990,254.

    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 260,561 shares
    Change vs previous 13F +24,666 shares

    0.19% of the 13F portfolio, value $15,980,176.

    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 235,895 shares
    Change vs previous 13F +231,814 shares

    0.18% of the 13F portfolio, value $15,135,010.

    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 4,081 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $258,490.

    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).