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Integrated Wealth Concepts LLC: DUSA position timeline

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

Integrated Wealth Concepts LLC held 6,862 DUSA 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 6,862 shares
    Change vs previous 13F -18,054 shares

    <0.01% of the 13F portfolio, value $385,506.

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

  2. period ended2026-03-31
    13F 24,916 shares
    Change vs previous 13F +14,152 shares

    0.01% of the 13F portfolio, value $1,264,260.

    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 10,764 shares
    Change vs previous 13F +592 shares

    0.01% of the 13F portfolio, value $550,386.

    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 10,172 shares
    Change vs previous 13F -5,349 shares

    <0.01% of the 13F portfolio, value $487,243.

    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 15,521 shares
    Change vs previous 13F +1,565 shares

    0.01% of the 13F portfolio, value $718,312.

    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 13,956 shares
    Change vs previous 13F +701 shares

    0.01% of the 13F portfolio, value $590,618.

    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 13,255 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $558,168.

    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).