Skip to content
Disclosery

Integrated Wealth Concepts LLC: EMXC position timeline

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

Integrated Wealth Concepts LLC held 557,027 EMXC 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 557,027 shares
    Change vs previous 13F -10,355 shares

    0.37% of the 13F portfolio, value $56,983,882.

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

  2. period ended2026-03-31
    13F 567,382 shares
    Change vs previous 13F +196,712 shares

    0.36% of the 13F portfolio, value $44,630,261.

    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 370,670 shares
    Change vs previous 13F -43,135 shares

    0.32% of the 13F portfolio, value $26,940,223.

    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 413,805 shares
    Change vs previous 13F -27,372 shares

    0.25% of the 13F portfolio, value $27,936,043.

    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 441,177 shares
    Change vs previous 13F -204,136 shares

    0.28% of the 13F portfolio, value $27,855,913.

    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 645,313 shares
    Change vs previous 13F +186,057 shares

    0.41% of the 13F portfolio, value $35,550,297.

    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 459,256 shares
    Change vs previous 13F +140,270 shares

    0.3% of the 13F portfolio, value $25,465,747.

    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 318,986 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $19,493,269.

    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).