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Integrated Wealth Concepts LLC: EME position timeline

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

Integrated Wealth Concepts LLC held 4,083 EME 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 4,083 shares
    Change vs previous 13F -1,156 shares

    0.02% of the 13F portfolio, value $3,388,570.

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

  2. period ended2026-03-31
    13F 5,239 shares
    Change vs previous 13F +3,110 shares

    0.03% of the 13F portfolio, value $3,868,131.

    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 2,129 shares
    Change vs previous 13F -1,780 shares

    0.02% of the 13F portfolio, value $1,302,585.

    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 3,909 shares
    Change vs previous 13F -28 shares

    0.02% of the 13F portfolio, value $2,539,119.

    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 3,937 shares
    Change vs previous 13F +1,763 shares

    0.02% of the 13F portfolio, value $2,105,871.

    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 2,174 shares
    Change vs previous 13F +55 shares

    0.01% of the 13F portfolio, value $803,583.

    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 2,119 shares
    Change vs previous 13F -611 shares

    0.01% of the 13F portfolio, value $961,825.

    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 2,730 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,175,357.

    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).