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Disclosery

Integrated Wealth Concepts LLC: DLN position timeline

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

Integrated Wealth Concepts LLC held 12,127 DLN 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 12,127 shares
    Change vs previous 13F +628 shares

    0.01% of the 13F portfolio, value $1,168,081.

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

  2. period ended2026-03-31
    13F 11,499 shares
    Change vs previous 13F +8,697 shares

    0.01% of the 13F portfolio, value $1,027,199.

    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 2,802 shares
    Change vs previous 13F -8,216 shares

    <0.01% of the 13F portfolio, value $246,837.

    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 11,018 shares
    Change vs previous 13F +3,236 shares

    0.01% of the 13F portfolio, value $958,936.

    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 7,782 shares
    Change vs previous 13F -1,360 shares

    0.01% of the 13F portfolio, value $639,217.

    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 9,142 shares
    Change vs previous 13F -369 shares

    0.01% of the 13F portfolio, value $725,590.

    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 9,511 shares
    Change vs previous 13F +2,176 shares

    0.01% of the 13F portfolio, value $739,854.

    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 7,335 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $576,241.

    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).