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Disclosery

Integrated Wealth Concepts LLC: DRI position timeline

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

Integrated Wealth Concepts LLC held 5,567 DRI 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 5,567 shares
    Change vs previous 13F +895 shares

    0.01% of the 13F portfolio, value $1,146,825.

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

  2. period ended2026-03-31
    13F 4,672 shares
    Change vs previous 13F +3,037 shares

    0.01% of the 13F portfolio, value $915,921.

    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 1,635 shares
    Change vs previous 13F -3,409 shares

    <0.01% of the 13F portfolio, value $300,804.

    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 5,044 shares
    Change vs previous 13F -3,070 shares

    0.01% of the 13F portfolio, value $960,119.

    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 8,114 shares
    Change vs previous 13F +2,452 shares

    0.02% of the 13F portfolio, value $1,768,522.

    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 5,662 shares
    Change vs previous 13F -708 shares

    0.01% of the 13F portfolio, value $1,176,279.

    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 6,370 shares
    Change vs previous 13F -308 shares

    0.01% of the 13F portfolio, value $1,189,274.

    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 6,678 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,096,122.

    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).