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Integrated Wealth Concepts LLC: DFIV position timeline

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

Integrated Wealth Concepts LLC held 302,192 DFIV 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 302,192 shares
    Change vs previous 13F +11,471 shares

    0.11% of the 13F portfolio, value $16,324,436.

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

  2. period ended2026-03-31
    13F 290,721 shares
    Change vs previous 13F +25,442 shares

    0.12% of the 13F portfolio, value $15,344,258.

    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 265,279 shares
    Change vs previous 13F -577 shares

    0.16% of the 13F portfolio, value $13,237,405.

    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 265,856 shares
    Change vs previous 13F -10,489 shares

    0.11% of the 13F portfolio, value $12,261,253.

    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 276,345 shares
    Change vs previous 13F +5,258 shares

    0.12% of the 13F portfolio, value $11,835,834.

    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 271,087 shares
    Change vs previous 13F -600 shares

    0.12% of the 13F portfolio, value $10,669,975.

    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 271,687 shares
    Change vs previous 13F -173,542 shares

    0.11% of the 13F portfolio, value $9,639,465.

    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 445,229 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $16,954,309.

    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).