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Integrated Wealth Concepts LLC: DMBS position timeline

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

Integrated Wealth Concepts LLC held 101,926 DMBS 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 101,926 shares
    Change vs previous 13F +3,902 shares

    0.03% of the 13F portfolio, value $5,003,488.

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

  2. period ended2026-03-31
    13F 98,024 shares
    Change vs previous 13F +7,849 shares

    0.04% of the 13F portfolio, value $4,840,426.

    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 90,175 shares
    Change vs previous 13F -23,676 shares

    0.05% of the 13F portfolio, value $4,477,661.

    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 113,851 shares
    Change vs previous 13F +13,257 shares

    0.05% of the 13F portfolio, value $5,656,109.

    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 100,594 shares
    Change vs previous 13F +9,157 shares

    0.05% of the 13F portfolio, value $4,936,154.

    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 91,437 shares
    Change vs previous 13F -18,918 shares

    0.05% of the 13F portfolio, value $4,485,007.

    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 110,355 shares
    Change vs previous 13F +25,624 shares

    0.06% of the 13F portfolio, value $5,308,069.

    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 84,731 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $4,269,580.

    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).