Skip to content
Disclosery

Integrated Wealth Concepts LLC: EFAV position timeline

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

Integrated Wealth Concepts LLC held 38,188 EFAV 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 38,188 shares
    Change vs previous 13F +1,470 shares

    0.02% of the 13F portfolio, value $3,349,490.

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

  2. period ended2026-03-31
    13F 36,718 shares
    Change vs previous 13F +2,414 shares

    0.03% of the 13F portfolio, value $3,354,951.

    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 34,304 shares
    Change vs previous 13F -2,016 shares

    0.04% of the 13F portfolio, value $2,958,747.

    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 36,320 shares
    Change vs previous 13F -7,560 shares

    0.03% of the 13F portfolio, value $3,081,019.

    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 43,880 shares
    Change vs previous 13F +166 shares

    0.04% of the 13F portfolio, value $3,688,587.

    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 43,714 shares
    Change vs previous 13F -978 shares

    0.04% of the 13F portfolio, value $3,406,163.

    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 44,692 shares
    Change vs previous 13F +1,245 shares

    0.04% of the 13F portfolio, value $3,160,199.

    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 43,447 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,332,364.

    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).