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Integrated Wealth Concepts LLC: EEMV position timeline

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

Integrated Wealth Concepts LLC held 24,445 EEMV 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 24,445 shares
    Change vs previous 13F +337 shares

    0.01% of the 13F portfolio, value $1,840,250.

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

  2. period ended2026-03-31
    13F 24,108 shares
    Change vs previous 13F +21 shares

    0.01% of the 13F portfolio, value $1,560,494.

    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 24,087 shares
    Change vs previous 13F -362 shares

    0.02% of the 13F portfolio, value $1,542,542.

    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 24,449 shares
    Change vs previous 13F -954 shares

    0.01% of the 13F portfolio, value $1,560,578.

    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 25,403 shares
    Change vs previous 13F +370 shares

    0.02% of the 13F portfolio, value $1,595,336.

    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 25,033 shares
    Change vs previous 13F -518 shares

    0.02% of the 13F portfolio, value $1,460,451.

    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 25,551 shares
    Change vs previous 13F -1,596 shares

    0.02% of the 13F portfolio, value $1,481,728.

    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 27,147 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,702,132.

    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).