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Integrated Wealth Concepts LLC: DFGR position timeline

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

Integrated Wealth Concepts LLC held 42,567 DFGR 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 42,567 shares
    Change vs previous 13F -430 shares

    0.01% of the 13F portfolio, value $1,233,180.

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

  2. period ended2026-03-31
    13F 42,997 shares
    Change vs previous 13F +1,355 shares

    0.01% of the 13F portfolio, value $1,142,872.

    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 41,642 shares
    Change vs previous 13F +4,783 shares

    0.01% of the 13F portfolio, value $1,100,194.

    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 36,859 shares
    Change vs previous 13F +1,013 shares

    0.01% of the 13F portfolio, value $1,006,630.

    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 35,846 shares
    Change vs previous 13F +3,245 shares

    0.01% of the 13F portfolio, value $961,742.

    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 32,601 shares
    Change vs previous 13F +2,273 shares

    0.01% of the 13F portfolio, value $856,113.

    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 30,328 shares
    Change vs previous 13F +9,657 shares

    0.01% of the 13F portfolio, value $774,576.

    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 20,671 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $596,571.

    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).