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Disclosery

Integrated Wealth Concepts LLC: DXJ position timeline

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

Integrated Wealth Concepts LLC held 21,907 DXJ 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 21,907 shares
    Change vs previous 13F +757 shares

    0.02% of the 13F portfolio, value $3,801,253.

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

  2. period ended2026-03-31
    13F 21,150 shares
    Change vs previous 13F +2,173 shares

    0.03% of the 13F portfolio, value $3,353,978.

    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 18,977 shares
    Change vs previous 13F -190 shares

    0.03% of the 13F portfolio, value $2,735,739.

    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 19,167 shares
    Change vs previous 13F -134 shares

    0.02% of the 13F portfolio, value $2,453,943.

    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 19,301 shares
    Change vs previous 13F +1,629 shares

    0.02% of the 13F portfolio, value $2,205,527.

    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 17,672 shares
    Change vs previous 13F +1,370 shares

    0.02% of the 13F portfolio, value $1,947,108.

    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 16,302 shares
    Change vs previous 13F +1,659 shares

    0.02% of the 13F portfolio, value $1,797,953.

    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 14,643 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,552,158.

    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).