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Integrated Wealth Concepts LLC: EPD position timeline

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

Integrated Wealth Concepts LLC held 114,823 EPD 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 114,823 shares
    Change vs previous 13F -9,527 shares

    0.03% of the 13F portfolio, value $4,220,904.

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

  2. period ended2026-03-31
    13F 124,350 shares
    Change vs previous 13F +46,304 shares

    0.04% of the 13F portfolio, value $4,705,400.

    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 78,046 shares
    Change vs previous 13F -29,366 shares

    0.03% of the 13F portfolio, value $2,502,159.

    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 107,412 shares
    Change vs previous 13F +17,466 shares

    0.03% of the 13F portfolio, value $3,358,767.

    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 89,946 shares
    Change vs previous 13F +4,325 shares

    0.03% of the 13F portfolio, value $2,789,230.

    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 85,621 shares
    Change vs previous 13F -15,027 shares

    0.03% of the 13F portfolio, value $2,923,104.

    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 100,648 shares
    Change vs previous 13F -21,723 shares

    0.04% of the 13F portfolio, value $3,156,319.

    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 122,371 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,562,216.

    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).