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Disclosery

Integrated Wealth Concepts LLC: DELL position timeline

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

Integrated Wealth Concepts LLC held 18,027 DELL 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 18,027 shares
    Change vs previous 13F +621 shares

    0.05% of the 13F portfolio, value $7,778,032.

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

  2. period ended2026-03-31
    13F 17,406 shares
    Change vs previous 13F +4,984 shares

    0.02% of the 13F portfolio, value $2,856,884.

    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 12,422 shares
    Change vs previous 13F -3,818 shares

    0.02% of the 13F portfolio, value $1,563,727.

    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 16,240 shares
    Change vs previous 13F +484 shares

    0.02% of the 13F portfolio, value $2,302,360.

    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 15,756 shares
    Change vs previous 13F +6,792 shares

    0.02% of the 13F portfolio, value $1,931,708.

    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 8,964 shares
    Change vs previous 13F +1,811 shares

    0.01% of the 13F portfolio, value $817,048.

    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 7,153 shares
    Change vs previous 13F +738 shares

    0.01% of the 13F portfolio, value $824,335.

    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 6,415 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $760,406.

    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).