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Integrated Wealth Concepts LLC: DDOG position timeline

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

Integrated Wealth Concepts LLC held 8,404 DDOG 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 8,404 shares
    Change vs previous 13F -1,991 shares

    0.01% of the 13F portfolio, value $2,187,964.

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

  2. period ended2026-03-31
    13F 10,395 shares
    Change vs previous 13F +2,692 shares

    0.01% of the 13F portfolio, value $1,227,183.

    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 7,703 shares
    Change vs previous 13F -707 shares

    0.01% of the 13F portfolio, value $1,047,590.

    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 8,410 shares
    Change vs previous 13F -2,537 shares

    0.01% of the 13F portfolio, value $1,197,641.

    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 10,947 shares
    Change vs previous 13F +2,917 shares

    0.01% of the 13F portfolio, value $1,470,511.

    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 8,030 shares
    Change vs previous 13F +121 shares

    0.01% of the 13F portfolio, value $796,661.

    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 7,909 shares
    Change vs previous 13F +174 shares

    0.01% of the 13F portfolio, value $1,130,125.

    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 7,735 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $889,988.

    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).