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Disclosery

Integrated Wealth Concepts LLC: DFUS position timeline

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

Integrated Wealth Concepts LLC held 59,230 DFUS 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 59,230 shares
    Change vs previous 13F -514 shares

    0.03% of the 13F portfolio, value $4,853,280.

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

  2. period ended2026-03-31
    13F 59,744 shares
    Change vs previous 13F +6,845 shares

    0.03% of the 13F portfolio, value $4,236,467.

    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 52,899 shares
    Change vs previous 13F -6,789 shares

    0.05% of the 13F portfolio, value $3,923,510.

    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 59,688 shares
    Change vs previous 13F +1,921 shares

    0.04% of the 13F portfolio, value $4,323,768.

    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 57,767 shares
    Change vs previous 13F +1,152 shares

    0.04% of the 13F portfolio, value $3,871,522.

    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 56,615 shares
    Change vs previous 13F +1,220 shares

    0.04% of the 13F portfolio, value $3,424,075.

    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 55,395 shares
    Change vs previous 13F -5,438 shares

    0.04% of the 13F portfolio, value $3,531,438.

    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 60,833 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,783,805.

    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).