Integrated Wealth Concepts LLC: EGY position timeline

Integrated Wealth Concepts LLC held 0 EGY shares at 2025-09-30 per its 13F-HR filed 2025-11-14.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -14,386 shares

   13F-HR 0001737109-25-000007 filed by Integrated Wealth Concepts LLC
   Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-06-30

   13F 14,386 shares

   Change vs previous 13F +501 shares

   <0.01% of the 13F portfolio, value $51,933.

   13F-HR 0001737109-25-000006 filed by Integrated Wealth Concepts LLC
   Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-03-31

   13F 13,885 shares

   Change vs previous 13F +686 shares

   <0.01% of the 13F portfolio, value $52,208.

   13F-HR 0001737109-25-000004 filed by Integrated Wealth Concepts LLC
   Filed 2025-05-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-12-31

   13F 13,199 shares

   Change vs previous 13F -147 shares

   <0.01% of the 13F portfolio, value $57,680.

   13F-HR 0001737109-25-000002 filed by Integrated Wealth Concepts LLC
   Filed 2025-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-09-30

   13F 13,346 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $76,606.

   13F-HR 0001737109-24-000006 filed by Integrated Wealth Concepts LLC
   Filed 2024-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).