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Disclosery

Integrated Wealth Concepts LLC: DWLD position timeline

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

Integrated Wealth Concepts LLC held 5,610 DWLD 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 5,610 shares
    Change vs previous 13F -1,081 shares

    <0.01% of the 13F portfolio, value $259,414.

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

  2. period ended2026-03-31
    13F 6,691 shares
    Change vs previous 13F -6 shares

    <0.01% of the 13F portfolio, value $293,140.

    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 6,697 shares
    Change vs previous 13F -258 shares

    <0.01% of the 13F portfolio, value $312,356.

    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 6,955 shares
    Change vs previous 13F -14,408 shares

    <0.01% of the 13F portfolio, value $314,575.

    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 21,363 shares
    Change vs previous 13F +2,160 shares

    0.01% of the 13F portfolio, value $885,296.

    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 19,203 shares
    Change vs previous 13F +10,769 shares

    0.01% of the 13F portfolio, value $723,763.

    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 8,434 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $306,239.

    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).