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Disclosery

Integrated Wealth Concepts LLC: EWN position timeline

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

Integrated Wealth Concepts LLC held 15,556 EWN 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 15,556 shares
    Change vs previous 13F +15,556 shares

    0.01% of the 13F portfolio, value $1,094,213.

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

  2. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -24,777 shares

    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).

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

  3. period ended2025-12-31
    13F 24,777 shares
    Change vs previous 13F +20,363 shares

    0.02% of the 13F portfolio, value $1,413,007.

    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 4,414 shares
    Change vs previous 13F +711 shares

    <0.01% of the 13F portfolio, value $256,043.

    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 3,703 shares
    Change vs previous 13F -666 shares

    <0.01% of the 13F portfolio, value $201,804.

    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 4,369 shares
    Change vs previous 13F -186 shares

    <0.01% of the 13F portfolio, value $204,169.

    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 4,555 shares
    Change vs previous 13F -416 shares

    <0.01% of the 13F portfolio, value $202,640.

    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 4,971 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $252,821.

    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).