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Disclosery

Integrated Wealth Concepts LLC: DFAR position timeline

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

Integrated Wealth Concepts LLC held 153,121 DFAR 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 153,121 shares
    Change vs previous 13F +3,792 shares

    0.03% of the 13F portfolio, value $4,005,643.

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

  2. period ended2026-03-31
    13F 149,329 shares
    Change vs previous 13F +35,609 shares

    0.03% of the 13F portfolio, value $3,531,643.

    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 113,720 shares
    Change vs previous 13F -29,604 shares

    0.03% of the 13F portfolio, value $2,604,321.

    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 143,324 shares
    Change vs previous 13F +10,330 shares

    0.03% of the 13F portfolio, value $3,418,295.

    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 132,994 shares
    Change vs previous 13F +1,214 shares

    0.03% of the 13F portfolio, value $3,120,052.

    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 131,780 shares
    Change vs previous 13F -460 shares

    0.04% of the 13F portfolio, value $3,132,416.

    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 132,240 shares
    Change vs previous 13F -12,736 shares

    0.04% of the 13F portfolio, value $3,077,241.

    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 144,976 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,717,191.

    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).