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Disclosery

Integrated Wealth Concepts LLC: DSI position timeline

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

Integrated Wealth Concepts LLC held 56,840 DSI 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 56,840 shares
    Change vs previous 13F +19,076 shares

    0.05% of the 13F portfolio, value $8,093,396.

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

  2. period ended2026-03-31
    13F 37,764 shares
    Change vs previous 13F +21,952 shares

    0.04% of the 13F portfolio, value $4,576,613.

    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 15,812 shares
    Change vs previous 13F -19,545 shares

    0.02% of the 13F portfolio, value $2,037,102.

    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 35,357 shares
    Change vs previous 13F +1,543 shares

    0.04% of the 13F portfolio, value $4,453,208.

    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 33,814 shares
    Change vs previous 13F +2,646 shares

    0.04% of the 13F portfolio, value $3,927,821.

    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 31,168 shares
    Change vs previous 13F -568 shares

    0.04% of the 13F portfolio, value $3,191,934.

    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 31,736 shares
    Change vs previous 13F -13,956 shares

    0.04% of the 13F portfolio, value $3,498,885.

    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 45,692 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $4,970,826.

    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).