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Disclosery

Integrated Wealth Concepts LLC: DGX position timeline

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

Integrated Wealth Concepts LLC held 11,961 DGX 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 11,961 shares
    Change vs previous 13F +589 shares

    0.02% of the 13F portfolio, value $2,535,221.

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

  2. period ended2026-03-31
    13F 11,372 shares
    Change vs previous 13F +9,301 shares

    0.02% of the 13F portfolio, value $2,228,746.

    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 2,071 shares
    Change vs previous 13F -586 shares

    <0.01% of the 13F portfolio, value $359,458.

    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 2,657 shares
    Change vs previous 13F -691 shares

    <0.01% of the 13F portfolio, value $506,434.

    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 3,348 shares
    Change vs previous 13F -6,073 shares

    0.01% of the 13F portfolio, value $601,432.

    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 9,421 shares
    Change vs previous 13F -4,467 shares

    0.02% of the 13F portfolio, value $1,593,956.

    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 13,888 shares
    Change vs previous 13F -1,420 shares

    0.02% of the 13F portfolio, value $2,095,174.

    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 15,308 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,376,594.

    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).