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Integrated Wealth Concepts LLC: DFEM position timeline

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

Integrated Wealth Concepts LLC held 334,391 DFEM 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 334,391 shares
    Change vs previous 13F +65,568 shares

    0.09% of the 13F portfolio, value $13,589,664.

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

  2. period ended2026-03-31
    13F 268,823 shares
    Change vs previous 13F +492 shares

    0.07% of the 13F portfolio, value $9,287,860.

    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 268,331 shares
    Change vs previous 13F +6,146 shares

    0.11% of the 13F portfolio, value $8,876,388.

    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 262,185 shares
    Change vs previous 13F +102,463 shares

    0.08% of the 13F portfolio, value $8,408,274.

    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 159,722 shares
    Change vs previous 13F +24,641 shares

    0.05% of the 13F portfolio, value $4,740,563.

    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 135,081 shares
    Change vs previous 13F +11,383 shares

    0.04% of the 13F portfolio, value $3,574,231.

    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 123,698 shares
    Change vs previous 13F +97,799 shares

    0.04% of the 13F portfolio, value $3,239,656.

    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 25,899 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $729,071.

    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).