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Integrated Wealth Concepts LLC: DRSK position timeline

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

Integrated Wealth Concepts LLC held 7,643,046 DRSK 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 7,643,046 shares
    Change vs previous 13F +248,611 shares

    1.44% of the 13F portfolio, value $219,738,020.

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

  2. period ended2026-03-31
    13F 7,394,435 shares
    Change vs previous 13F +1,426,392 shares

    1.61% of the 13F portfolio, value $202,089,939.

    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 5,968,043 shares
    Change vs previous 13F -623,972 shares

    2.02% of the 13F portfolio, value $169,910,144.

    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 6,592,015 shares
    Change vs previous 13F +702,103 shares

    1.7% of the 13F portfolio, value $190,047,751.

    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 5,889,912 shares
    Change vs previous 13F +1,433,964 shares

    1.7% of the 13F portfolio, value $169,276,043.

    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 4,455,948 shares
    Change vs previous 13F +205,712 shares

    1.42% of the 13F portfolio, value $121,513,707.

    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 4,250,236 shares
    Change vs previous 13F +771,166 shares

    1.35% of the 13F portfolio, value $116,583,990.

    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 3,479,070 shares
    Change vs previous 13F not available

    1.2% of the 13F portfolio, value $98,457,811.

    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).