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Integrated Wealth Concepts LLC: ESGD position timeline

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

Integrated Wealth Concepts LLC held 35,676 ESGD 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 35,676 shares
    Change vs previous 13F +9,976 shares

    0.02% of the 13F portfolio, value $3,667,855.

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

  2. period ended2026-03-31
    13F 25,700 shares
    Change vs previous 13F +16,935 shares

    0.02% of the 13F portfolio, value $2,457,458.

    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 8,765 shares
    Change vs previous 13F -16,343 shares

    0.01% of the 13F portfolio, value $833,452.

    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 25,108 shares
    Change vs previous 13F +1,639 shares

    0.02% of the 13F portfolio, value $2,334,547.

    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 23,469 shares
    Change vs previous 13F +963 shares

    0.02% of the 13F portfolio, value $2,093,909.

    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 22,506 shares
    Change vs previous 13F -360 shares

    0.02% of the 13F portfolio, value $1,838,544.

    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 22,866 shares
    Change vs previous 13F -22,423 shares

    0.02% of the 13F portfolio, value $1,741,007.

    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 45,289 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,812,014.

    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).