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Disclosery

Integrated Wealth Concepts LLC: DFAS position timeline

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

Integrated Wealth Concepts LLC held 24,713 DFAS 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 24,713 shares
    Change vs previous 13F -228 shares

    0.01% of the 13F portfolio, value $2,034,906.

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

  2. period ended2026-03-31
    13F 24,941 shares
    Change vs previous 13F +1,818 shares

    0.01% of the 13F portfolio, value $1,774,061.

    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 23,123 shares
    Change vs previous 13F -1,823 shares

    0.02% of the 13F portfolio, value $1,610,974.

    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 24,946 shares
    Change vs previous 13F +2,249 shares

    0.02% of the 13F portfolio, value $1,707,808.

    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 22,697 shares
    Change vs previous 13F +682 shares

    0.01% of the 13F portfolio, value $1,446,008.

    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 22,015 shares
    Change vs previous 13F +1,434 shares

    0.02% of the 13F portfolio, value $1,315,427.

    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 20,581 shares
    Change vs previous 13F +1,349 shares

    0.02% of the 13F portfolio, value $1,339,394.

    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 19,232 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,247,372.

    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).