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Integrated Wealth Concepts LLC: EMCB position timeline

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

Integrated Wealth Concepts LLC held 220,919 EMCB 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 220,919 shares
    Change vs previous 13F +3,943 shares

    0.1% of the 13F portfolio, value $14,619,669.

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

  2. period ended2026-03-31
    13F 216,976 shares
    Change vs previous 13F +37,631 shares

    0.11% of the 13F portfolio, value $14,215,185.

    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 179,345 shares
    Change vs previous 13F +9,773 shares

    0.14% of the 13F portfolio, value $11,921,062.

    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 169,572 shares
    Change vs previous 13F +35,273 shares

    0.1% of the 13F portfolio, value $11,353,812.

    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 134,299 shares
    Change vs previous 13F +6,540 shares

    0.09% of the 13F portfolio, value $8,856,039.

    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 127,759 shares
    Change vs previous 13F -49,577 shares

    0.1% of the 13F portfolio, value $8,356,716.

    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 177,336 shares
    Change vs previous 13F +9,440 shares

    0.13% of the 13F portfolio, value $11,512,227.

    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 167,896 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $11,195,305.

    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).