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Integrated Wealth Concepts LLC: EMR position timeline

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

Integrated Wealth Concepts LLC held 19,391 EMR 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 19,391 shares
    Change vs previous 13F +53 shares

    0.02% of the 13F portfolio, value $2,775,834.

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

  2. period ended2026-03-31
    13F 19,338 shares
    Change vs previous 13F +10,752 shares

    0.02% of the 13F portfolio, value $2,533,599.

    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 8,586 shares
    Change vs previous 13F -6,946 shares

    0.01% of the 13F portfolio, value $1,139,553.

    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 15,532 shares
    Change vs previous 13F -1,897 shares

    0.02% of the 13F portfolio, value $2,037,473.

    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 17,429 shares
    Change vs previous 13F -116 shares

    0.02% of the 13F portfolio, value $2,323,749.

    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 17,545 shares
    Change vs previous 13F -4,690 shares

    0.02% of the 13F portfolio, value $1,923,686.

    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 22,235 shares
    Change vs previous 13F +2,113 shares

    0.03% of the 13F portfolio, value $2,755,594.

    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 20,122 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,200,733.

    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).