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Disclosery

Integrated Wealth Concepts LLC: DTE position timeline

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

Integrated Wealth Concepts LLC held 9,529 DTE 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 9,529 shares
    Change vs previous 13F +3,304 shares

    0.01% of the 13F portfolio, value $1,451,996.

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

  2. period ended2026-03-31
    13F 6,225 shares
    Change vs previous 13F +1,871 shares

    0.01% of the 13F portfolio, value $910,172.

    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 4,354 shares
    Change vs previous 13F -1,984 shares

    0.01% of the 13F portfolio, value $561,644.

    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 6,338 shares
    Change vs previous 13F -50 shares

    0.01% of the 13F portfolio, value $896,344.

    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 6,388 shares
    Change vs previous 13F +1,407 shares

    0.01% of the 13F portfolio, value $846,159.

    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 4,981 shares
    Change vs previous 13F +641 shares

    0.01% of the 13F portfolio, value $688,679.

    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 4,340 shares
    Change vs previous 13F +491 shares

    0.01% of the 13F portfolio, value $524,039.

    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 3,849 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $494,289.

    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).