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Disclosery

Integrated Wealth Concepts LLC: ESNT position timeline

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

Integrated Wealth Concepts LLC held 67,373 ESNT 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 67,373 shares
    Change vs previous 13F +3,552 shares

    0.03% of the 13F portfolio, value $4,330,741.

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

  2. period ended2026-03-31
    13F 63,821 shares
    Change vs previous 13F +6,385 shares

    0.03% of the 13F portfolio, value $3,729,703.

    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 57,436 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,733,919.

    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).