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Integrated Wealth Concepts LLC: DFSD position timeline

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

Integrated Wealth Concepts LLC held 288,828 DFSD 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 288,828 shares
    Change vs previous 13F +4,344 shares

    0.09% of the 13F portfolio, value $13,791,568.

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

  2. period ended2026-03-31
    13F 284,484 shares
    Change vs previous 13F +16,709 shares

    0.11% of the 13F portfolio, value $13,621,120.

    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 267,775 shares
    Change vs previous 13F +24,251 shares

    0.15% of the 13F portfolio, value $12,839,834.

    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 243,524 shares
    Change vs previous 13F -131,929 shares

    0.1% of the 13F portfolio, value $11,735,437.

    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 375,453 shares
    Change vs previous 13F +57,556 shares

    0.18% of the 13F portfolio, value $18,025,505.

    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 317,897 shares
    Change vs previous 13F +25,527 shares

    0.18% of the 13F portfolio, value $15,106,482.

    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 292,370 shares
    Change vs previous 13F +67,798 shares

    0.16% of the 13F portfolio, value $13,706,269.

    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 224,572 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $10,721,070.

    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).