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Integrated Wealth Concepts LLC: DGRO position timeline

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

Integrated Wealth Concepts LLC held 792,612 DGRO 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 792,612 shares
    Change vs previous 13F +484,305 shares

    0.39% of the 13F portfolio, value $60,072,084.

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

  2. period ended2026-03-31
    13F 308,307 shares
    Change vs previous 13F +41,976 shares

    0.17% of the 13F portfolio, value $21,636,986.

    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 266,331 shares
    Change vs previous 13F -22,640 shares

    0.22% of the 13F portfolio, value $18,488,678.

    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 288,971 shares
    Change vs previous 13F +4,581 shares

    0.18% of the 13F portfolio, value $19,673,141.

    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 284,390 shares
    Change vs previous 13F +38,683 shares

    0.18% of the 13F portfolio, value $18,183,872.

    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 245,707 shares
    Change vs previous 13F +13,773 shares

    0.18% of the 13F portfolio, value $15,179,749.

    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 231,934 shares
    Change vs previous 13F +21,911 shares

    0.17% of the 13F portfolio, value $14,226,849.

    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 210,023 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $13,166,321.

    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).