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Disclosery

Integrated Wealth Concepts LLC: EFV position timeline

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

Integrated Wealth Concepts LLC held 280,854 EFV 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 280,854 shares
    Change vs previous 13F -5,057 shares

    0.14% of the 13F portfolio, value $21,499,393.

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

  2. period ended2026-03-31
    13F 285,911 shares
    Change vs previous 13F -7,143 shares

    0.17% of the 13F portfolio, value $21,257,515.

    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 293,054 shares
    Change vs previous 13F -40,780 shares

    0.25% of the 13F portfolio, value $20,926,990.

    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 333,834 shares
    Change vs previous 13F -99,522 shares

    0.2% of the 13F portfolio, value $22,643,964.

    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 433,356 shares
    Change vs previous 13F +114,345 shares

    0.28% of the 13F portfolio, value $27,509,451.

    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 319,011 shares
    Change vs previous 13F -74,579 shares

    0.22% of the 13F portfolio, value $18,802,526.

    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 393,590 shares
    Change vs previous 13F -286,433 shares

    0.24% of the 13F portfolio, value $20,651,694.

    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 680,023 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $39,121,699.

    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).