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Integrated Wealth Concepts LLC: DFAC position timeline

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

Integrated Wealth Concepts LLC held 3,163,278 DFAC 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 3,163,278 shares
    Change vs previous 13F +21,042 shares

    0.92% of the 13F portfolio, value $140,323,032.

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

  2. period ended2026-03-31
    13F 3,142,236 shares
    Change vs previous 13F +583,392 shares

    0.97% of the 13F portfolio, value $122,107,287.

    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 2,558,844 shares
    Change vs previous 13F -503,620 shares

    1.2% of the 13F portfolio, value $101,304,628.

    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 3,062,464 shares
    Change vs previous 13F -8,282 shares

    1.06% of the 13F portfolio, value $118,119,240.

    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 3,070,746 shares
    Change vs previous 13F +86,211 shares

    1.1% of the 13F portfolio, value $110,055,542.

    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 2,984,535 shares
    Change vs previous 13F +10,905 shares

    1.15% of the 13F portfolio, value $98,459,809.

    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 2,973,630 shares
    Change vs previous 13F -139,703 shares

    1.2% of the 13F portfolio, value $102,857,859.

    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 3,113,333 shares
    Change vs previous 13F not available

    1.3% of the 13F portfolio, value $106,756,207.

    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).