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Integrated Wealth Concepts LLC: DVN position timeline

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

Integrated Wealth Concepts LLC held 69,223 DVN 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 69,223 shares
    Change vs previous 13F +12,146 shares

    0.02% of the 13F portfolio, value $2,860,305.

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

  2. period ended2026-03-31
    13F 57,077 shares
    Change vs previous 13F +12,945 shares

    0.02% of the 13F portfolio, value $2,872,122.

    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 44,132 shares
    Change vs previous 13F -23,212 shares

    0.02% of the 13F portfolio, value $1,616,573.

    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 67,344 shares
    Change vs previous 13F +7,825 shares

    0.02% of the 13F portfolio, value $2,361,081.

    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 59,519 shares
    Change vs previous 13F +30,894 shares

    0.02% of the 13F portfolio, value $1,893,310.

    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 28,625 shares
    Change vs previous 13F -358 shares

    0.01% of the 13F portfolio, value $1,070,583.

    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 28,983 shares
    Change vs previous 13F -1,898 shares

    0.01% of the 13F portfolio, value $948,600.

    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 30,881 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,208,075.

    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).