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Integrated Wealth Concepts LLC: DHR position timeline

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

Integrated Wealth Concepts LLC held 13,075 DHR 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 13,075 shares
    Change vs previous 13F -6,431 shares

    0.02% of the 13F portfolio, value $2,490,463.

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

  2. period ended2026-03-31
    13F 19,506 shares
    Change vs previous 13F +9,138 shares

    0.03% of the 13F portfolio, value $3,698,379.

    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 10,368 shares
    Change vs previous 13F -1,083 shares

    0.03% of the 13F portfolio, value $2,373,444.

    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 11,451 shares
    Change vs previous 13F +997 shares

    0.02% of the 13F portfolio, value $2,270,222.

    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 10,454 shares
    Change vs previous 13F +3,082 shares

    0.02% of the 13F portfolio, value $2,065,182.

    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 7,372 shares
    Change vs previous 13F -180 shares

    0.02% of the 13F portfolio, value $1,511,177.

    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 7,552 shares
    Change vs previous 13F -649 shares

    0.02% of the 13F portfolio, value $1,733,454.

    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 8,201 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,280,138.

    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).