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Integrated Wealth Concepts LLC: EMB position timeline

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

Integrated Wealth Concepts LLC held 50,195 EMB 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 50,195 shares
    Change vs previous 13F -31,794 shares

    0.03% of the 13F portfolio, value $4,840,785.

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

  2. period ended2026-03-31
    13F 81,989 shares
    Change vs previous 13F +10,702 shares

    0.06% of the 13F portfolio, value $7,701,203.

    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 71,287 shares
    Change vs previous 13F -3,109 shares

    0.08% of the 13F portfolio, value $6,863,536.

    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 74,396 shares
    Change vs previous 13F +6,266 shares

    0.06% of the 13F portfolio, value $7,081,802.

    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 68,130 shares
    Change vs previous 13F +2,816 shares

    0.06% of the 13F portfolio, value $6,310,233.

    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 65,314 shares
    Change vs previous 13F +25,330 shares

    0.07% of the 13F portfolio, value $5,916,788.

    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 39,984 shares
    Change vs previous 13F +4,903 shares

    0.04% of the 13F portfolio, value $3,560,152.

    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 35,081 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,282,902.

    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).