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Disclosery

Integrated Wealth Concepts LLC: ESTC position timeline

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

Integrated Wealth Concepts LLC held 4,081 ESTC 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 4,081 shares
    Change vs previous 13F -3,820 shares

    <0.01% of the 13F portfolio, value $232,699.

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

  2. period ended2026-03-31
    13F 7,901 shares
    Change vs previous 13F -4,350 shares

    <0.01% of the 13F portfolio, value $394,971.

    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 12,251 shares
    Change vs previous 13F +3,714 shares

    0.01% of the 13F portfolio, value $924,216.

    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 8,537 shares
    Change vs previous 13F -4,290 shares

    0.01% of the 13F portfolio, value $721,291.

    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 12,827 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,081,702.

    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).