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Integrated Wealth Concepts LLC: EFA position timeline

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

Integrated Wealth Concepts LLC held 82,912 EFA 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 82,912 shares
    Change vs previous 13F +1,735 shares

    0.06% of the 13F portfolio, value $8,612,942.

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

  2. period ended2026-03-31
    13F 81,177 shares
    Change vs previous 13F +53,150 shares

    0.06% of the 13F portfolio, value $7,884,751.

    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 28,027 shares
    Change vs previous 13F -10,970 shares

    0.03% of the 13F portfolio, value $2,691,424.

    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 38,997 shares
    Change vs previous 13F -357 shares

    0.03% of the 13F portfolio, value $3,641,129.

    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 39,354 shares
    Change vs previous 13F -303 shares

    0.04% of the 13F portfolio, value $3,517,902.

    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 39,657 shares
    Change vs previous 13F -5,789 shares

    0.04% of the 13F portfolio, value $3,241,213.

    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 45,446 shares
    Change vs previous 13F +987 shares

    0.04% of the 13F portfolio, value $3,436,187.

    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 44,459 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,718,129.

    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).