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Disclosery

Integrated Wealth Concepts LLC: DOCS position timeline

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

Integrated Wealth Concepts LLC held 12,019 DOCS 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 12,019 shares
    Change vs previous 13F -2,239 shares

    <0.01% of the 13F portfolio, value $249,274.

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

  2. period ended2026-03-31
    13F 14,258 shares
    Change vs previous 13F +2,225 shares

    <0.01% of the 13F portfolio, value $332,211.

    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 12,033 shares
    Change vs previous 13F -13,934 shares

    0.01% of the 13F portfolio, value $532,821.

    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 25,967 shares
    Change vs previous 13F +8,576 shares

    0.02% of the 13F portfolio, value $1,899,486.

    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 17,391 shares
    Change vs previous 13F -13,796 shares

    0.01% of the 13F portfolio, value $1,066,764.

    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 31,187 shares
    Change vs previous 13F +17,807 shares

    0.02% of the 13F portfolio, value $1,809,784.

    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 13,380 shares
    Change vs previous 13F +6,318 shares

    0.01% of the 13F portfolio, value $714,359.

    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 7,062 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $307,691.

    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).