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Integrated Wealth Concepts LLC: EQH position timeline

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

Integrated Wealth Concepts LLC held 9,922 EQH 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 9,922 shares
    Change vs previous 13F -3,242 shares

    <0.01% of the 13F portfolio, value $435,362.

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

  2. period ended2026-03-31
    13F 13,164 shares
    Change vs previous 13F +5,430 shares

    <0.01% of the 13F portfolio, value $488,534.

    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 7,734 shares
    Change vs previous 13F -2,847 shares

    <0.01% of the 13F portfolio, value $368,539.

    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 10,581 shares
    Change vs previous 13F -2,442 shares

    <0.01% of the 13F portfolio, value $537,310.

    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 13,023 shares
    Change vs previous 13F +2,931 shares

    0.01% of the 13F portfolio, value $730,598.

    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 10,092 shares
    Change vs previous 13F +112 shares

    0.01% of the 13F portfolio, value $525,692.

    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 9,980 shares
    Change vs previous 13F +472 shares

    0.01% of the 13F portfolio, value $470,761.

    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 9,508 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $399,621.

    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).