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Integrated Wealth Concepts LLC: EIX position timeline

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

Integrated Wealth Concepts LLC held 67,145 EIX 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 67,145 shares
    Change vs previous 13F -4,433 shares

    0.03% of the 13F portfolio, value $4,998,956.

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

  2. period ended2026-03-31
    13F 71,578 shares
    Change vs previous 13F +33,454 shares

    0.04% of the 13F portfolio, value $5,238,111.

    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 38,124 shares
    Change vs previous 13F +9,497 shares

    0.03% of the 13F portfolio, value $2,288,174.

    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 28,627 shares
    Change vs previous 13F +1,354 shares

    0.01% of the 13F portfolio, value $1,582,517.

    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 27,273 shares
    Change vs previous 13F +14,415 shares

    0.01% of the 13F portfolio, value $1,407,308.

    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 12,858 shares
    Change vs previous 13F -7,094 shares

    0.01% of the 13F portfolio, value $757,571.

    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 19,952 shares
    Change vs previous 13F +1,753 shares

    0.02% of the 13F portfolio, value $1,592,945.

    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 18,199 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,584,966.

    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).