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Integrated Wealth Concepts LLC: DEHP position timeline

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

Integrated Wealth Concepts LLC held 92,909 DEHP 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 92,909 shares
    Change vs previous 13F +1,288 shares

    0.03% of the 13F portfolio, value $3,973,720.

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

  2. period ended2026-03-31
    13F 91,621 shares
    Change vs previous 13F +34,279 shares

    0.02% of the 13F portfolio, value $3,095,867.

    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 57,342 shares
    Change vs previous 13F -29,387 shares

    0.02% of the 13F portfolio, value $1,849,302.

    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 86,729 shares
    Change vs previous 13F +55,157 shares

    0.02% of the 13F portfolio, value $2,648,836.

    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 31,572 shares
    Change vs previous 13F +232 shares

    0.01% of the 13F portfolio, value $884,018.

    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 31,340 shares
    Change vs previous 13F +34 shares

    0.01% of the 13F portfolio, value $790,405.

    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 31,306 shares
    Change vs previous 13F +2,595 shares

    0.01% of the 13F portfolio, value $774,520.

    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 28,711 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $771,456.

    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).