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Disclosery

Integrated Wealth Concepts LLC: DFEV position timeline

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

Integrated Wealth Concepts LLC held 69,495 DFEV 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 69,495 shares
    Change vs previous 13F +2,443 shares

    0.02% of the 13F portfolio, value $2,965,127.

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

  2. period ended2026-03-31
    13F 67,052 shares
    Change vs previous 13F +9,818 shares

    0.02% of the 13F portfolio, value $2,399,122.

    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 57,234 shares
    Change vs previous 13F -5,975 shares

    0.02% of the 13F portfolio, value $1,931,057.

    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 63,209 shares
    Change vs previous 13F +53,473 shares

    0.02% of the 13F portfolio, value $2,015,745.

    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 9,736 shares
    Change vs previous 13F +77 shares

    <0.01% of the 13F portfolio, value $291,971.

    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 9,659 shares
    Change vs previous 13F +18 shares

    <0.01% of the 13F portfolio, value $261,266.

    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 9,641 shares
    Change vs previous 13F +72 shares

    <0.01% of the 13F portfolio, value $252,700.

    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 9,569 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $272,324.

    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).