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Disclosery

Integrated Wealth Concepts LLC: EOG position timeline

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

Integrated Wealth Concepts LLC held 19,729 EOG 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 19,729 shares
    Change vs previous 13F +6,378 shares

    0.02% of the 13F portfolio, value $2,559,472.

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

  2. period ended2026-03-31
    13F 13,351 shares
    Change vs previous 13F +9,779 shares

    0.02% of the 13F portfolio, value $1,930,136.

    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 3,572 shares
    Change vs previous 13F -6,218 shares

    <0.01% of the 13F portfolio, value $375,142.

    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 9,790 shares
    Change vs previous 13F -796 shares

    0.01% of the 13F portfolio, value $1,097,658.

    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 10,586 shares
    Change vs previous 13F +4,148 shares

    0.01% of the 13F portfolio, value $1,266,172.

    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 6,438 shares
    Change vs previous 13F +853 shares

    0.01% of the 13F portfolio, value $825,566.

    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 5,585 shares
    Change vs previous 13F +1,090 shares

    0.01% of the 13F portfolio, value $684,567.

    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 4,495 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $552,605.

    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).