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Integrated Wealth Concepts LLC: DFUV position timeline

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

Integrated Wealth Concepts LLC held 770,681 DFUV 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 770,681 shares
    Change vs previous 13F +11,634 shares

    0.28% of the 13F portfolio, value $42,395,166.

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

  2. period ended2026-03-31
    13F 759,047 shares
    Change vs previous 13F +100,934 shares

    0.29% of the 13F portfolio, value $36,783,449.

    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 658,113 shares
    Change vs previous 13F -54,942 shares

    0.36% of the 13F portfolio, value $30,661,504.

    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 713,055 shares
    Change vs previous 13F +5,499 shares

    0.28% of the 13F portfolio, value $31,866,431.

    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 707,556 shares
    Change vs previous 13F +6,272 shares

    0.3% of the 13F portfolio, value $29,915,447.

    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 701,284 shares
    Change vs previous 13F +3,440 shares

    0.34% of the 13F portfolio, value $28,899,889.

    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 697,844 shares
    Change vs previous 13F -282,418 shares

    0.33% of the 13F portfolio, value $28,555,769.

    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 980,262 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $40,867,108.

    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).