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Disclosery

Integrated Wealth Concepts LLC: DFAT position timeline

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

Integrated Wealth Concepts LLC held 50,761 DFAT 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 50,761 shares
    Change vs previous 13F +2,901 shares

    0.02% of the 13F portfolio, value $3,548,171.

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

  2. period ended2026-03-31
    13F 47,860 shares
    Change vs previous 13F +17,423 shares

    0.02% of the 13F portfolio, value $2,988,852.

    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 30,437 shares
    Change vs previous 13F -18,180 shares

    0.02% of the 13F portfolio, value $1,812,203.

    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 48,617 shares
    Change vs previous 13F +18,247 shares

    0.03% of the 13F portfolio, value $2,829,994.

    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 30,370 shares
    Change vs previous 13F +56 shares

    0.02% of the 13F portfolio, value $1,638,754.

    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 30,314 shares
    Change vs previous 13F +988 shares

    0.02% of the 13F portfolio, value $1,560,863.

    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 29,326 shares
    Change vs previous 13F +1,826 shares

    0.02% of the 13F portfolio, value $1,632,261.

    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 27,500 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,529,818.

    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).