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Disclosery

Integrated Wealth Concepts LLC: DIS position timeline

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

Integrated Wealth Concepts LLC held 81,113 DIS 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 81,113 shares
    Change vs previous 13F +10,813 shares

    0.05% of the 13F portfolio, value $7,807,158.

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

  2. period ended2026-03-31
    13F 70,300 shares
    Change vs previous 13F +29,622 shares

    0.05% of the 13F portfolio, value $6,775,504.

    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 40,678 shares
    Change vs previous 13F -26,517 shares

    0.05% of the 13F portfolio, value $4,627,959.

    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 67,195 shares
    Change vs previous 13F +1,804 shares

    0.07% of the 13F portfolio, value $7,693,880.

    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 65,391 shares
    Change vs previous 13F -2,809 shares

    0.08% of the 13F portfolio, value $8,109,166.

    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 68,200 shares
    Change vs previous 13F +910 shares

    0.08% of the 13F portfolio, value $6,731,359.

    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 67,290 shares
    Change vs previous 13F -12,968 shares

    0.09% of the 13F portfolio, value $7,492,699.

    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 80,258 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $7,719,996.

    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).