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Disclosery

Integrated Wealth Concepts LLC: DIVO position timeline

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

Integrated Wealth Concepts LLC held 36,432 DIVO 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 36,432 shares
    Change vs previous 13F -447 shares

    0.01% of the 13F portfolio, value $1,664,942.

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

  2. period ended2026-03-31
    13F 36,879 shares
    Change vs previous 13F +13,885 shares

    0.01% of the 13F portfolio, value $1,654,037.

    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 22,994 shares
    Change vs previous 13F -7,393 shares

    0.01% of the 13F portfolio, value $1,023,236.

    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 30,387 shares
    Change vs previous 13F +15,761 shares

    0.01% of the 13F portfolio, value $1,354,341.

    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 14,626 shares
    Change vs previous 13F +2,051 shares

    0.01% of the 13F portfolio, value $622,346.

    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 12,575 shares
    Change vs previous 13F -32,886 shares

    0.01% of the 13F portfolio, value $512,664.

    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 45,461 shares
    Change vs previous 13F +2,940 shares

    0.02% of the 13F portfolio, value $1,840,276.

    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 42,521 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,751,446.

    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).