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Disclosery

Integrated Wealth Concepts LLC: EWG position timeline

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

Integrated Wealth Concepts LLC held 9,279 EWG 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 9,279 shares
    Change vs previous 13F -3,065 shares

    <0.01% of the 13F portfolio, value $383,880.

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

  2. period ended2026-03-31
    13F 12,344 shares
    Change vs previous 13F -1,627 shares

    <0.01% of the 13F portfolio, value $489,668.

    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 13,971 shares
    Change vs previous 13F -4,373 shares

    0.01% of the 13F portfolio, value $593,764.

    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 18,344 shares
    Change vs previous 13F -21,228 shares

    0.01% of the 13F portfolio, value $763,292.

    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 39,572 shares
    Change vs previous 13F -29,088 shares

    0.02% of the 13F portfolio, value $1,674,284.

    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 68,660 shares
    Change vs previous 13F +15,381 shares

    0.03% of the 13F portfolio, value $2,545,921.

    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 53,279 shares
    Change vs previous 13F +31,148 shares

    0.02% of the 13F portfolio, value $1,695,344.

    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 22,131 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $748,902.

    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).