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Disclosery

Integrated Wealth Concepts LLC: DEO position timeline

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

Integrated Wealth Concepts LLC held 5,543 DEO 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 5,543 shares
    Change vs previous 13F -381 shares

    <0.01% of the 13F portfolio, value $445,549.

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

  2. period ended2026-03-31
    13F 5,924 shares
    Change vs previous 13F -3,238 shares

    <0.01% of the 13F portfolio, value $441,039.

    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 9,162 shares
    Change vs previous 13F -5,382 shares

    0.01% of the 13F portfolio, value $790,380.

    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 14,544 shares
    Change vs previous 13F +2,992 shares

    0.01% of the 13F portfolio, value $1,387,927.

    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 11,552 shares
    Change vs previous 13F -1,855 shares

    0.01% of the 13F portfolio, value $1,164,889.

    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 13,407 shares
    Change vs previous 13F -1,484 shares

    0.02% of the 13F portfolio, value $1,404,911.

    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 14,891 shares
    Change vs previous 13F -3,828 shares

    0.02% of the 13F portfolio, value $1,893,070.

    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 18,719 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,627,091.

    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).