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Disclosery

Integrated Wealth Concepts LLC: DE position timeline

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

Integrated Wealth Concepts LLC held 10,799 DE 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 10,799 shares
    Change vs previous 13F -185 shares

    0.04% of the 13F portfolio, value $6,850,340.

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

  2. period ended2026-03-31
    13F 10,984 shares
    Change vs previous 13F +5,816 shares

    0.05% of the 13F portfolio, value $6,187,084.

    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 5,168 shares
    Change vs previous 13F -3,621 shares

    0.03% of the 13F portfolio, value $2,405,859.

    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 8,789 shares
    Change vs previous 13F -246 shares

    0.04% of the 13F portfolio, value $4,018,678.

    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 9,035 shares
    Change vs previous 13F -518 shares

    0.05% of the 13F portfolio, value $4,594,286.

    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 9,553 shares
    Change vs previous 13F +721 shares

    0.05% of the 13F portfolio, value $4,483,637.

    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 8,832 shares
    Change vs previous 13F +1,137 shares

    0.04% of the 13F portfolio, value $3,742,247.

    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 7,695 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,211,544.

    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).