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Disclosery

Integrated Wealth Concepts LLC: EFG position timeline

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

Integrated Wealth Concepts LLC held 300,668 EFG 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 300,668 shares
    Change vs previous 13F +111,392 shares

    0.24% of the 13F portfolio, value $37,409,108.

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

  2. period ended2026-03-31
    13F 189,276 shares
    Change vs previous 13F +45,941 shares

    0.17% of the 13F portfolio, value $21,079,625.

    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 143,335 shares
    Change vs previous 13F -126,016 shares

    0.19% of the 13F portfolio, value $16,328,669.

    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 269,351 shares
    Change vs previous 13F -15,142 shares

    0.27% of the 13F portfolio, value $30,673,691.

    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 284,493 shares
    Change vs previous 13F +3,389 shares

    0.32% of the 13F portfolio, value $31,863,199.

    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 281,104 shares
    Change vs previous 13F +17,152 shares

    0.33% of the 13F portfolio, value $28,110,370.

    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 263,952 shares
    Change vs previous 13F -167,692 shares

    0.3% of the 13F portfolio, value $25,558,457.

    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 431,644 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $46,466,518.

    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).