Skip to content
Disclosery

Integrated Wealth Concepts LLC: ES position timeline

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

Integrated Wealth Concepts LLC held 55,071 ES 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 55,071 shares
    Change vs previous 13F +19,628 shares

    0.03% of the 13F portfolio, value $3,979,952.

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

  2. period ended2026-03-31
    13F 35,443 shares
    Change vs previous 13F +15,599 shares

    0.02% of the 13F portfolio, value $2,455,497.

    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 19,844 shares
    Change vs previous 13F -3,228 shares

    0.02% of the 13F portfolio, value $1,336,096.

    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 23,072 shares
    Change vs previous 13F +3,000 shares

    0.01% of the 13F portfolio, value $1,641,378.

    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 20,072 shares
    Change vs previous 13F -3,904 shares

    0.01% of the 13F portfolio, value $1,276,980.

    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 23,976 shares
    Change vs previous 13F -723 shares

    0.02% of the 13F portfolio, value $1,489,165.

    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 24,699 shares
    Change vs previous 13F +769 shares

    0.02% of the 13F portfolio, value $1,418,451.

    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 23,930 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,628,453.

    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).