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Disclosery

Integrated Wealth Concepts LLC: EG position timeline

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

Integrated Wealth Concepts LLC held 12,901 EG 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 12,901 shares
    Change vs previous 13F +506 shares

    0.03% of the 13F portfolio, value $4,608,760.

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

  2. period ended2026-03-31
    13F 12,395 shares
    Change vs previous 13F -484 shares

    0.03% of the 13F portfolio, value $4,051,458.

    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 12,879 shares
    Change vs previous 13F -1,588 shares

    0.05% of the 13F portfolio, value $4,370,404.

    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 14,467 shares
    Change vs previous 13F +2,569 shares

    0.05% of the 13F portfolio, value $5,066,674.

    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 11,898 shares
    Change vs previous 13F +2,311 shares

    0.04% of the 13F portfolio, value $4,043,680.

    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 9,587 shares
    Change vs previous 13F +7,960 shares

    0.04% of the 13F portfolio, value $3,483,092.

    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 1,627 shares
    Change vs previous 13F -210 shares

    0.01% of the 13F portfolio, value $589,822.

    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 1,837 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $719,797.

    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).