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Disclosery

Integrated Wealth Concepts LLC: DG position timeline

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

Integrated Wealth Concepts LLC held 34,908 DG 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 34,908 shares
    Change vs previous 13F -4,296 shares

    0.03% of the 13F portfolio, value $4,018,301.

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

  2. period ended2026-03-31
    13F 39,204 shares
    Change vs previous 13F +10,901 shares

    0.04% of the 13F portfolio, value $4,654,659.

    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 28,303 shares
    Change vs previous 13F +3,002 shares

    0.04% of the 13F portfolio, value $3,757,758.

    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 25,301 shares
    Change vs previous 13F +5,199 shares

    0.02% of the 13F portfolio, value $2,614,867.

    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 20,102 shares
    Change vs previous 13F +1,520 shares

    0.02% of the 13F portfolio, value $2,299,271.

    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 18,582 shares
    Change vs previous 13F -4,548 shares

    0.02% of the 13F portfolio, value $1,633,930.

    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 23,130 shares
    Change vs previous 13F +11,664 shares

    0.02% of the 13F portfolio, value $1,753,714.

    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 11,466 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $969,703.

    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).