Integrated Wealth Concepts LLC: DINO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Integrated Wealth Concepts LLC on DINO, newest first. How the timeline and the estimate are built.
Integrated Wealth Concepts LLC held 11,800 DINO shares at 2026-06-30 per its 13F-HR/A filed 2026-09-09.
the latest 13F is the newest step
- period ended2026-06-3013F/A 11,800 sharesChange vs previous 13F -441 shares
0.01% of the 13F portfolio, value $821,864.
13F-HR/A 0001737109-26-000007 filed by Integrated Wealth Concepts LLC
Accepted , ingested - period ended2026-03-3113F 12,241 sharesChange vs previous 13F +7,444 shares
0.01% of the 13F portfolio, value $763,697.
13F-HR 0001737109-26-000002 filed by Integrated Wealth Concepts LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 4,797 sharesChange vs previous 13F -4,343 shares
<0.01% of the 13F portfolio, value $221,066.
13F-HR 0001737109-26-000001 filed by Integrated Wealth Concepts LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 9,140 sharesChange vs previous 13F -361 shares
<0.01% of the 13F portfolio, value $478,400.
13F-HR 0001737109-25-000007 filed by Integrated Wealth Concepts LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 9,501 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $390,293.
13F-HR 0001737109-25-000006 filed by Integrated Wealth Concepts LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).