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Disclosery

Integrated Wealth Concepts LLC: ED position timeline

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

Integrated Wealth Concepts LLC held 46,287 ED 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 46,287 shares
    Change vs previous 13F +1,492 shares

    0.03% of the 13F portfolio, value $5,120,720.

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

  2. period ended2026-03-31
    13F 44,795 shares
    Change vs previous 13F +21,551 shares

    0.04% of the 13F portfolio, value $5,069,872.

    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 23,244 shares
    Change vs previous 13F -14,691 shares

    0.03% of the 13F portfolio, value $2,308,585.

    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 37,935 shares
    Change vs previous 13F +795 shares

    0.03% of the 13F portfolio, value $3,813,195.

    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 37,140 shares
    Change vs previous 13F -3,241 shares

    0.04% of the 13F portfolio, value $3,727,038.

    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 40,381 shares
    Change vs previous 13F -2,723 shares

    0.05% of the 13F portfolio, value $4,465,719.

    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 43,104 shares
    Change vs previous 13F -1,269 shares

    0.04% of the 13F portfolio, value $3,846,198.

    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 44,373 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $4,620,594.

    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).