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Integrated Wealth Concepts LLC: EMF position timeline

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

Integrated Wealth Concepts LLC held 93,619 EMF 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 93,619 shares
    Change vs previous 13F -3,572 shares

    0.01% of the 13F portfolio, value $2,173,833.

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

  2. period ended2026-03-31
    13F 97,191 shares
    Change vs previous 13F -9,891 shares

    0.01% of the 13F portfolio, value $1,699,871.

    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 107,082 shares
    Change vs previous 13F -13,616 shares

    0.02% of the 13F portfolio, value $1,823,606.

    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 120,698 shares
    Change vs previous 13F -17,324 shares

    0.02% of the 13F portfolio, value $2,020,485.

    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 138,022 shares
    Change vs previous 13F -6,424 shares

    0.02% of the 13F portfolio, value $2,013,741.

    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 144,446 shares
    Change vs previous 13F +4,335 shares

    0.02% of the 13F portfolio, value $1,856,131.

    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 140,111 shares
    Change vs previous 13F -1,486 shares

    0.02% of the 13F portfolio, value $1,674,326.

    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 141,597 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,917,223.

    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).