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Integrated Wealth Concepts LLC: ESGU position timeline

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

Integrated Wealth Concepts LLC held 129,466 ESGU 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 129,466 shares
    Change vs previous 13F +8,564 shares

    0.14% of the 13F portfolio, value $21,189,752.

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

  2. period ended2026-03-31
    13F 120,902 shares
    Change vs previous 13F +29,472 shares

    0.14% of the 13F portfolio, value $17,097,952.

    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 91,430 shares
    Change vs previous 13F -35,779 shares

    0.16% of the 13F portfolio, value $13,621,200.

    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 127,209 shares
    Change vs previous 13F -857 shares

    0.17% of the 13F portfolio, value $18,521,703.

    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 128,066 shares
    Change vs previous 13F -199 shares

    0.17% of the 13F portfolio, value $17,327,401.

    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 128,265 shares
    Change vs previous 13F -4,054 shares

    0.18% of the 13F portfolio, value $15,636,789.

    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 132,319 shares
    Change vs previous 13F -23,916 shares

    0.2% of the 13F portfolio, value $17,045,301.

    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 156,235 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $19,713,686.

    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).