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Integrated Wealth Concepts LLC: DFAI position timeline

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

Integrated Wealth Concepts LLC held 110,428 DFAI 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 110,428 shares
    Change vs previous 13F -300 shares

    0.03% of the 13F portfolio, value $4,555,154.

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

  2. period ended2026-03-31
    13F 110,728 shares
    Change vs previous 13F +96,523 shares

    0.03% of the 13F portfolio, value $4,313,956.

    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 14,205 shares
    Change vs previous 13F -50,987 shares

    0.01% of the 13F portfolio, value $541,357.

    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 65,192 shares
    Change vs previous 13F -205,002 shares

    0.02% of the 13F portfolio, value $2,369,744.

    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 270,194 shares
    Change vs previous 13F +1,478 shares

    0.09% of the 13F portfolio, value $9,340,600.

    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 268,716 shares
    Change vs previous 13F -7,576 shares

    0.1% of the 13F portfolio, value $8,391,991.

    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 276,292 shares
    Change vs previous 13F +120,733 shares

    0.09% of the 13F portfolio, value $8,067,716.

    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 155,559 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $4,943,660.

    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).