Skip to content
Disclosery

Integrated Wealth Concepts LLC: EVLV position timeline

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

Integrated Wealth Concepts LLC held 312,178 EVLV 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 312,178 shares
    Change vs previous 13F -9,093 shares

    0.01% of the 13F portfolio, value $1,810,632.

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

  2. period ended2026-03-31
    13F 321,271 shares
    Change vs previous 13F +321,271 shares

    0.02% of the 13F portfolio, value $1,943,690.

    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 0 shares
    Change vs previous 13F -294,110 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-09-30
    13F 294,110 shares
    Change vs previous 13F -45,056 shares

    0.02% of the 13F portfolio, value $2,220,531.

    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 339,166 shares
    Change vs previous 13F +10,775 shares

    0.02% of the 13F portfolio, value $2,116,396.

    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 328,391 shares
    Change vs previous 13F +365 shares

    0.01% of the 13F portfolio, value $1,024,580.

    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 328,026 shares
    Change vs previous 13F -24,134 shares

    0.02% of the 13F portfolio, value $1,295,703.

    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 352,160 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,426,248.

    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).