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Disclosery

Integrated Wealth Concepts LLC: DIVB position timeline

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

Integrated Wealth Concepts LLC held 12,510 DIVB 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 12,510 shares
    Change vs previous 13F -531 shares

    0.01% of the 13F portfolio, value $770,640.

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

  2. period ended2026-03-31
    13F 13,041 shares
    Change vs previous 13F +8,178 shares

    0.01% of the 13F portfolio, value $703,578.

    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 4,863 shares
    Change vs previous 13F -8,366 shares

    <0.01% of the 13F portfolio, value $258,489.

    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 13,229 shares
    Change vs previous 13F -1,478 shares

    0.01% of the 13F portfolio, value $691,234.

    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 14,707 shares
    Change vs previous 13F +1,012 shares

    0.01% of the 13F portfolio, value $740,037.

    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 13,695 shares
    Change vs previous 13F +514 shares

    0.01% of the 13F portfolio, value $664,485.

    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 13,181 shares
    Change vs previous 13F +6,818 shares

    0.01% of the 13F portfolio, value $624,760.

    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 6,363 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $308,269.

    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).