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Integrated Wealth Concepts LLC: EFIV position timeline

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

Integrated Wealth Concepts LLC held 90,608 EFIV 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 90,608 shares
    Change vs previous 13F +515 shares

    0.04% of the 13F portfolio, value $6,608,030.

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

  2. period ended2026-03-31
    13F 90,093 shares
    Change vs previous 13F +6,338 shares

    0.05% of the 13F portfolio, value $5,683,100.

    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 83,755 shares
    Change vs previous 13F -9,480 shares

    0.07% of the 13F portfolio, value $5,540,386.

    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 93,235 shares
    Change vs previous 13F +2,807 shares

    0.05% of the 13F portfolio, value $5,928,834.

    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 90,428 shares
    Change vs previous 13F +1,730 shares

    0.05% of the 13F portfolio, value $5,294,578.

    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 88,698 shares
    Change vs previous 13F -15 shares

    0.06% of the 13F portfolio, value $4,745,374.

    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 88,713 shares
    Change vs previous 13F -1,096 shares

    0.06% of the 13F portfolio, value $5,010,509.

    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 89,809 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $5,007,732.

    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).