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Disclosery

Integrated Wealth Concepts LLC: DSL position timeline

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

Integrated Wealth Concepts LLC held 27,078 DSL 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 27,078 shares
    Change vs previous 13F +17 shares

    <0.01% of the 13F portfolio, value $299,480.

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

  2. period ended2026-03-31
    13F 27,061 shares
    Change vs previous 13F +554 shares

    <0.01% of the 13F portfolio, value $293,070.

    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 26,507 shares
    Change vs previous 13F -1,873 shares

    <0.01% of the 13F portfolio, value $298,731.

    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 28,380 shares
    Change vs previous 13F +2,008 shares

    <0.01% of the 13F portfolio, value $348,502.

    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 26,372 shares
    Change vs previous 13F -19,993 shares

    <0.01% of the 13F portfolio, value $322,796.

    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 46,365 shares
    Change vs previous 13F +12,007 shares

    0.01% of the 13F portfolio, value $584,664.

    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 34,358 shares
    Change vs previous 13F +6 shares

    0.01% of the 13F portfolio, value $431,885.

    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 34,352 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $445,886.

    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).