Skip to content
Disclosery

Integrated Wealth Concepts LLC: DFEB position timeline

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

Integrated Wealth Concepts LLC held 59,846 DFEB 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 59,846 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $3,021,768.

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

  2. period ended2026-03-31
    13F 59,846 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $2,834,905.

    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 59,846 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $2,855,947.

    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 59,846 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $2,785,023.

    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 59,846 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $2,671,795.

    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 59,846 shares
    Change vs previous 13F -250 shares

    0.03% of the 13F portfolio, value $2,522,509.

    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 60,096 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $2,565,498.

    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 60,096 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,508,407.

    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).