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Disclosery

Integrated Wealth Concepts LLC: EMGF position timeline

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

Integrated Wealth Concepts LLC held 134,128 EMGF 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 134,128 shares
    Change vs previous 13F -620 shares

    0.06% of the 13F portfolio, value $9,826,228.

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

  2. period ended2026-03-31
    13F 134,748 shares
    Change vs previous 13F +115,154 shares

    0.06% of the 13F portfolio, value $8,142,825.

    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 19,594 shares
    Change vs previous 13F -114,716 shares

    0.01% of the 13F portfolio, value $1,133,535.

    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 134,310 shares
    Change vs previous 13F -190,904 shares

    0.07% of the 13F portfolio, value $7,599,252.

    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 325,214 shares
    Change vs previous 13F -4,654 shares

    0.17% of the 13F portfolio, value $16,933,869.

    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 329,868 shares
    Change vs previous 13F -39,718 shares

    0.18% of the 13F portfolio, value $15,431,241.

    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 369,586 shares
    Change vs previous 13F -249,762 shares

    0.19% of the 13F portfolio, value $16,715,278.

    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 619,348 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $30,837,316.

    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).