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Integrated Wealth Concepts LLC: EQT position timeline

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

Integrated Wealth Concepts LLC held 16,651 EQT 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 16,651 shares
    Change vs previous 13F -4,011 shares

    0.01% of the 13F portfolio, value $885,333.

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

  2. period ended2026-03-31
    13F 20,662 shares
    Change vs previous 13F +8,973 shares

    0.01% of the 13F portfolio, value $1,314,920.

    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 11,689 shares
    Change vs previous 13F -6,819 shares

    0.01% of the 13F portfolio, value $626,523.

    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 18,508 shares
    Change vs previous 13F -2,674 shares

    0.01% of the 13F portfolio, value $1,007,413.

    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 21,182 shares
    Change vs previous 13F +1,826 shares

    0.01% of the 13F portfolio, value $1,235,312.

    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 19,356 shares
    Change vs previous 13F +2,411 shares

    0.01% of the 13F portfolio, value $1,034,179.

    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 16,945 shares
    Change vs previous 13F +363 shares

    0.01% of the 13F portfolio, value $781,318.

    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 16,582 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $607,567.

    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).