Skip to content
Disclosery

Integrated Wealth Concepts LLC: ESGE position timeline

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

Integrated Wealth Concepts LLC held 37,247 ESGE 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 37,247 shares
    Change vs previous 13F -1,464 shares

    0.01% of the 13F portfolio, value $2,037,028.

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

  2. period ended2026-03-31
    13F 38,711 shares
    Change vs previous 13F +24,353 shares

    0.01% of the 13F portfolio, value $1,760,203.

    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 14,358 shares
    Change vs previous 13F -22,104 shares

    0.01% of the 13F portfolio, value $634,204.

    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 36,462 shares
    Change vs previous 13F +3,049 shares

    0.01% of the 13F portfolio, value $1,583,161.

    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 33,413 shares
    Change vs previous 13F +2,525 shares

    0.01% of the 13F portfolio, value $1,308,773.

    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 30,888 shares
    Change vs previous 13F -8,273 shares

    0.01% of the 13F portfolio, value $1,079,538.

    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 39,161 shares
    Change vs previous 13F -22,595 shares

    0.02% of the 13F portfolio, value $1,307,601.

    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 61,756 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,248,528.

    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).