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Disclosery

Integrated Wealth Concepts LLC: EUSB position timeline

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

Integrated Wealth Concepts LLC held 9,486 EUSB 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 9,486 shares
    Change vs previous 13F +1,032 shares

    <0.01% of the 13F portfolio, value $412,146.

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

  2. period ended2026-03-31
    13F 8,454 shares
    Change vs previous 13F +2,678 shares

    <0.01% of the 13F portfolio, value $367,747.

    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 5,776 shares
    Change vs previous 13F -4,128 shares

    <0.01% of the 13F portfolio, value $253,622.

    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 9,904 shares
    Change vs previous 13F -1,050 shares

    <0.01% of the 13F portfolio, value $434,971.

    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 10,954 shares
    Change vs previous 13F +1,664 shares

    <0.01% of the 13F portfolio, value $477,028.

    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 9,290 shares
    Change vs previous 13F +3,226 shares

    <0.01% of the 13F portfolio, value $402,448.

    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 6,064 shares
    Change vs previous 13F -5,749 shares

    <0.01% of the 13F portfolio, value $257,599.

    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 11,813 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $523,312.

    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).