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Integrated Wealth Concepts LLC: ERIC position timeline

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

Integrated Wealth Concepts LLC held 35,888 ERIC 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 35,888 shares
    Change vs previous 13F +20,446 shares

    <0.01% of the 13F portfolio, value $400,154.

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

  2. period ended2026-03-31
    13F 15,442 shares
    Change vs previous 13F +2,994 shares

    <0.01% of the 13F portfolio, value $174,031.

    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 12,448 shares
    Change vs previous 13F +227 shares

    <0.01% of the 13F portfolio, value $120,124.

    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 12,221 shares
    Change vs previous 13F -31,778 shares

    <0.01% of the 13F portfolio, value $101,071.

    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 43,999 shares
    Change vs previous 13F +28,819 shares

    <0.01% of the 13F portfolio, value $373,113.

    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 15,180 shares
    Change vs previous 13F -315 shares

    <0.01% of the 13F portfolio, value $117,797.

    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 15,495 shares
    Change vs previous 13F +2,783 shares

    <0.01% of the 13F portfolio, value $124,890.

    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 12,712 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $96,355.

    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).