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Integrated Wealth Concepts LLC: EIPX position timeline

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

Integrated Wealth Concepts LLC held 37,797 EIPX 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 37,797 shares
    Change vs previous 13F -2,482 shares

    0.01% of the 13F portfolio, value $1,183,041.

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

  2. period ended2026-03-31
    13F 40,279 shares
    Change vs previous 13F -1,712 shares

    0.01% of the 13F portfolio, value $1,295,361.

    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 41,991 shares
    Change vs previous 13F -8,749 shares

    0.01% of the 13F portfolio, value $1,110,250.

    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 50,740 shares
    Change vs previous 13F -980 shares

    0.01% of the 13F portfolio, value $1,327,717.

    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 51,720 shares
    Change vs previous 13F -2,534 shares

    0.01% of the 13F portfolio, value $1,325,702.

    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 54,254 shares
    Change vs previous 13F -413 shares

    0.02% of the 13F portfolio, value $1,413,331.

    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 54,667 shares
    Change vs previous 13F +1,798 shares

    0.02% of the 13F portfolio, value $1,339,887.

    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 52,869 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,278,357.

    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).