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Disclosery

Integrated Wealth Concepts LLC: DIHP position timeline

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

Integrated Wealth Concepts LLC held 64,421 DIHP 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 64,421 shares
    Change vs previous 13F +1,112 shares

    0.01% of the 13F portfolio, value $2,198,375.

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

  2. period ended2026-03-31
    13F 63,309 shares
    Change vs previous 13F +56,262 shares

    0.02% of the 13F portfolio, value $2,039,827.

    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 7,047 shares
    Change vs previous 13F -55,830 shares

    <0.01% of the 13F portfolio, value $223,158.

    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 62,877 shares
    Change vs previous 13F +3,296 shares

    0.02% of the 13F portfolio, value $1,911,149.

    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 59,581 shares
    Change vs previous 13F +2,621 shares

    0.02% of the 13F portfolio, value $1,757,036.

    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 56,960 shares
    Change vs previous 13F +359 shares

    0.02% of the 13F portfolio, value $1,534,507.

    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 56,601 shares
    Change vs previous 13F +7,606 shares

    0.02% of the 13F portfolio, value $1,428,039.

    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 48,995 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,357,174.

    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).