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Disclosery

Integrated Wealth Concepts LLC: EWJ position timeline

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

Integrated Wealth Concepts LLC held 44,468 EWJ 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 44,468 shares
    Change vs previous 13F -3,138 shares

    0.03% of the 13F portfolio, value $4,147,546.

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

  2. period ended2026-03-31
    13F 47,606 shares
    Change vs previous 13F +5,933 shares

    0.03% of the 13F portfolio, value $4,019,886.

    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 41,673 shares
    Change vs previous 13F -1,891 shares

    0.04% of the 13F portfolio, value $3,364,661.

    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 43,564 shares
    Change vs previous 13F +13,067 shares

    0.03% of the 13F portfolio, value $3,494,304.

    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 30,497 shares
    Change vs previous 13F -4,781 shares

    0.02% of the 13F portfolio, value $2,286,338.

    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 35,278 shares
    Change vs previous 13F -2,002 shares

    0.03% of the 13F portfolio, value $2,418,655.

    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 37,280 shares
    Change vs previous 13F -3,036 shares

    0.03% of the 13F portfolio, value $2,501,464.

    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 40,316 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,884,176.

    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).