Skip to content
Disclosery

Integrated Wealth Concepts LLC: DFIC position timeline

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

Integrated Wealth Concepts LLC held 669,709 DFIC 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 669,709 shares
    Change vs previous 13F -27,590 shares

    0.16% of the 13F portfolio, value $24,953,400.

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

  2. period ended2026-03-31
    13F 697,299 shares
    Change vs previous 13F +57,915 shares

    0.2% of the 13F portfolio, value $24,775,032.

    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 639,384 shares
    Change vs previous 13F -31,633 shares

    0.26% of the 13F portfolio, value $22,033,188.

    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 671,017 shares
    Change vs previous 13F +261,297 shares

    0.2% of the 13F portfolio, value $22,002,637.

    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 409,720 shares
    Change vs previous 13F +28,282 shares

    0.13% of the 13F portfolio, value $12,738,204.

    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 381,438 shares
    Change vs previous 13F +19,635 shares

    0.12% of the 13F portfolio, value $10,592,533.

    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 361,803 shares
    Change vs previous 13F +251,115 shares

    0.11% of the 13F portfolio, value $9,350,789.

    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 110,688 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,114,761.

    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).