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Integrated Wealth Concepts LLC: DVA position timeline

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

Integrated Wealth Concepts LLC held 10,530 DVA 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 10,530 shares
    Change vs previous 13F +6,549 shares

    0.02% of the 13F portfolio, value $2,342,719.

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

  2. period ended2026-03-31
    13F 3,981 shares
    Change vs previous 13F +881 shares

    <0.01% of the 13F portfolio, value $611,840.

    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 3,100 shares
    Change vs previous 13F -4,092 shares

    <0.01% of the 13F portfolio, value $352,194.

    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 7,192 shares
    Change vs previous 13F +459 shares

    0.01% of the 13F portfolio, value $955,603.

    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 6,733 shares
    Change vs previous 13F +2,647 shares

    0.01% of the 13F portfolio, value $959,118.

    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 4,086 shares
    Change vs previous 13F -761 shares

    0.01% of the 13F portfolio, value $625,035.

    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 4,847 shares
    Change vs previous 13F -5,068 shares

    0.01% of the 13F portfolio, value $724,865.

    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 9,915 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,625,370.

    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).