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Disclosery

Integrated Wealth Concepts LLC: DJD position timeline

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

Integrated Wealth Concepts LLC held 50,447 DJD 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 50,447 shares
    Change vs previous 13F -19,098 shares

    0.02% of the 13F portfolio, value $3,196,822.

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

  2. period ended2026-03-31
    13F 69,545 shares
    Change vs previous 13F -12,037 shares

    0.03% of the 13F portfolio, value $4,154,602.

    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 81,582 shares
    Change vs previous 13F -46,896 shares

    0.06% of the 13F portfolio, value $4,661,582.

    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 128,478 shares
    Change vs previous 13F +40,455 shares

    0.06% of the 13F portfolio, value $7,094,388.

    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 88,023 shares
    Change vs previous 13F +11,233 shares

    0.05% of the 13F portfolio, value $4,681,931.

    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 76,790 shares
    Change vs previous 13F +4,898 shares

    0.05% of the 13F portfolio, value $4,056,814.

    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 71,892 shares
    Change vs previous 13F +12,573 shares

    0.04% of the 13F portfolio, value $3,645,937.

    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 59,319 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,119,586.

    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).