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Integrated Wealth Concepts LLC: ENVX position timeline

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

Integrated Wealth Concepts LLC held 66,818 ENVX 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 66,818 shares
    Change vs previous 13F +1,157 shares

    <0.01% of the 13F portfolio, value $405,586.

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

  2. period ended2026-03-31
    13F 65,661 shares
    Change vs previous 13F +1,624 shares

    <0.01% of the 13F portfolio, value $340,126.

    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 64,037 shares
    Change vs previous 13F +2,455 shares

    0.01% of the 13F portfolio, value $468,111.

    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 61,582 shares
    Change vs previous 13F +19,568 shares

    0.01% of the 13F portfolio, value $613,973.

    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 42,014 shares
    Change vs previous 13F +3,943 shares

    <0.01% of the 13F portfolio, value $434,426.

    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 38,071 shares
    Change vs previous 13F +764 shares

    <0.01% of the 13F portfolio, value $279,442.

    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 37,307 shares
    Change vs previous 13F -5,876 shares

    <0.01% of the 13F portfolio, value $405,528.

    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 43,183 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $403,330.

    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).