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Integrated Wealth Concepts LLC: DIA position timeline

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

Integrated Wealth Concepts LLC held 47,863 DIA 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 47,863 shares
    Change vs previous 13F -1,307 shares

    0.16% of the 13F portfolio, value $25,003,142.

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

  2. period ended2026-03-31
    13F 49,170 shares
    Change vs previous 13F +7,161 shares

    0.18% of the 13F portfolio, value $22,774,901.

    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 42,009 shares
    Change vs previous 13F -10,017 shares

    0.24% of the 13F portfolio, value $20,188,341.

    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 52,026 shares
    Change vs previous 13F +400 shares

    0.22% of the 13F portfolio, value $24,126,510.

    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 51,626 shares
    Change vs previous 13F -128 shares

    0.23% of the 13F portfolio, value $22,749,083.

    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 51,754 shares
    Change vs previous 13F -2,158 shares

    0.25% of the 13F portfolio, value $21,730,334.

    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 53,912 shares
    Change vs previous 13F +3,496 shares

    0.27% of the 13F portfolio, value $22,939,811.

    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 50,416 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $21,331,870.

    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).