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Integrated Wealth Concepts LLC: DUBS position timeline

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

Integrated Wealth Concepts LLC held 2,562,402 DUBS 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 2,562,402 shares
    Change vs previous 13F +6,433 shares

    0.7% of the 13F portfolio, value $106,711,188.

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

  2. period ended2026-03-31
    13F 2,555,969 shares
    Change vs previous 13F +484,010 shares

    0.74% of the 13F portfolio, value $92,168,209.

    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 2,071,959 shares
    Change vs previous 13F -219,959 shares

    0.93% of the 13F portfolio, value $78,055,043.

    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 2,291,918 shares
    Change vs previous 13F +230,828 shares

    0.75% of the 13F portfolio, value $83,768,410.

    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 2,061,090 shares
    Change vs previous 13F +453,407 shares

    0.7% of the 13F portfolio, value $69,664,797.

    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 1,607,683 shares
    Change vs previous 13F +51,540 shares

    0.58% of the 13F portfolio, value $49,648,772.

    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 1,556,143 shares
    Change vs previous 13F +172,745 shares

    0.58% of the 13F portfolio, value $50,255,322.

    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 1,383,398 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $43,824,338.

    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).