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Disclosery

Integrated Wealth Concepts LLC: DVY position timeline

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

Integrated Wealth Concepts LLC held 74,982 DVY 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 74,982 shares
    Change vs previous 13F +2,426 shares

    0.08% of the 13F portfolio, value $11,719,679.

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

  2. period ended2026-03-31
    13F 72,556 shares
    Change vs previous 13F +14,499 shares

    0.09% of the 13F portfolio, value $10,985,681.

    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 58,057 shares
    Change vs previous 13F -10,073 shares

    0.1% of the 13F portfolio, value $8,194,118.

    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 68,130 shares
    Change vs previous 13F +3,406 shares

    0.09% of the 13F portfolio, value $9,681,325.

    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 64,724 shares
    Change vs previous 13F -1,792 shares

    0.09% of the 13F portfolio, value $8,595,988.

    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 66,516 shares
    Change vs previous 13F +186 shares

    0.1% of the 13F portfolio, value $8,932,463.

    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 66,330 shares
    Change vs previous 13F +1,655 shares

    0.1% of the 13F portfolio, value $8,708,416.

    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 64,675 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $8,735,664.

    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).