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Integrated Wealth Concepts LLC: DFAE position timeline

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

Integrated Wealth Concepts LLC held 174,012 DFAE 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 174,012 shares
    Change vs previous 13F +523 shares

    0.05% of the 13F portfolio, value $6,997,003.

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

  2. period ended2026-03-31
    13F 173,489 shares
    Change vs previous 13F +104,685 shares

    0.05% of the 13F portfolio, value $5,874,329.

    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 68,804 shares
    Change vs previous 13F -92,834 shares

    0.03% of the 13F portfolio, value $2,240,946.

    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 161,638 shares
    Change vs previous 13F -212,704 shares

    0.05% of the 13F portfolio, value $5,096,453.

    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 374,342 shares
    Change vs previous 13F +5,101 shares

    0.11% of the 13F portfolio, value $10,837,198.

    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 369,241 shares
    Change vs previous 13F +1,283 shares

    0.11% of the 13F portfolio, value $9,559,652.

    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 367,958 shares
    Change vs previous 13F -70,655 shares

    0.11% of the 13F portfolio, value $9,335,091.

    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 438,613 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $12,022,388.

    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).