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Integrated Wealth Concepts LLC: EEM position timeline

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

Integrated Wealth Concepts LLC held 48,115 EEM 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 48,115 shares
    Change vs previous 13F +6,832 shares

    0.02% of the 13F portfolio, value $3,291,577.

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

  2. period ended2026-03-31
    13F 41,283 shares
    Change vs previous 13F +7,221 shares

    0.02% of the 13F portfolio, value $2,344,487.

    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 34,062 shares
    Change vs previous 13F -5,358 shares

    0.02% of the 13F portfolio, value $1,863,526.

    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 39,420 shares
    Change vs previous 13F -25,736 shares

    0.02% of the 13F portfolio, value $2,105,051.

    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 65,156 shares
    Change vs previous 13F -1,200 shares

    0.03% of the 13F portfolio, value $3,143,112.

    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 66,356 shares
    Change vs previous 13F -48,725 shares

    0.03% of the 13F portfolio, value $2,899,777.

    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 115,081 shares
    Change vs previous 13F +49,814 shares

    0.06% of the 13F portfolio, value $4,812,691.

    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 65,267 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,993,140.

    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).