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Disclosery

Integrated Wealth Concepts LLC: DOGG position timeline

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

Integrated Wealth Concepts LLC held 60,282 DOGG 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 60,282 shares
    Change vs previous 13F +11,087 shares

    0.01% of the 13F portfolio, value $1,284,013.

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

  2. period ended2026-03-31
    13F 49,195 shares
    Change vs previous 13F +13,065 shares

    0.01% of the 13F portfolio, value $1,068,031.

    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 36,130 shares
    Change vs previous 13F +9,762 shares

    0.01% of the 13F portfolio, value $750,775.

    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 26,368 shares
    Change vs previous 13F -2,911 shares

    <0.01% of the 13F portfolio, value $526,813.

    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 29,279 shares
    Change vs previous 13F +6,434 shares

    0.01% of the 13F portfolio, value $582,259.

    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 22,845 shares
    Change vs previous 13F +5,685 shares

    0.01% of the 13F portfolio, value $475,877.

    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 17,160 shares
    Change vs previous 13F +3,780 shares

    <0.01% of the 13F portfolio, value $326,753.

    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 13,380 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $279,516.

    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).