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Integrated Wealth Concepts LLC: DFNM position timeline

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

Integrated Wealth Concepts LLC held 206,692 DFNM 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 206,692 shares
    Change vs previous 13F +1,992 shares

    0.07% of the 13F portfolio, value $9,990,456.

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

  2. period ended2026-03-31
    13F 204,700 shares
    Change vs previous 13F +14,037 shares

    0.08% of the 13F portfolio, value $9,811,279.

    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 190,663 shares
    Change vs previous 13F +3,057 shares

    0.11% of the 13F portfolio, value $9,184,215.

    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 187,606 shares
    Change vs previous 13F +1,561 shares

    0.08% of the 13F portfolio, value $9,001,321.

    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 186,045 shares
    Change vs previous 13F -10,384 shares

    0.09% of the 13F portfolio, value $8,824,121.

    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 196,429 shares
    Change vs previous 13F -3,164 shares

    0.11% of the 13F portfolio, value $9,344,108.

    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 199,593 shares
    Change vs previous 13F +6,240 shares

    0.11% of the 13F portfolio, value $9,534,567.

    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 193,353 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $9,385,366.

    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).