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Integrated Wealth Concepts LLC: ENB position timeline

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

Integrated Wealth Concepts LLC held 48,085 ENB 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 48,085 shares
    Change vs previous 13F -2,794 shares

    0.02% of the 13F portfolio, value $2,606,687.

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

  2. period ended2026-03-31
    13F 50,879 shares
    Change vs previous 13F +33,028 shares

    0.02% of the 13F portfolio, value $2,754,604.

    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 17,851 shares
    Change vs previous 13F -36,102 shares

    0.01% of the 13F portfolio, value $853,830.

    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 53,953 shares
    Change vs previous 13F +5,090 shares

    0.02% of the 13F portfolio, value $2,722,448.

    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 48,863 shares
    Change vs previous 13F -6,314 shares

    0.02% of the 13F portfolio, value $2,214,481.

    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 55,177 shares
    Change vs previous 13F -6,348 shares

    0.03% of the 13F portfolio, value $2,444,910.

    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 61,525 shares
    Change vs previous 13F +2,194 shares

    0.03% of the 13F portfolio, value $2,610,513.

    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 59,331 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,409,434.

    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).