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Disclosery

Integrated Wealth Concepts LLC: EWQ position timeline

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

Integrated Wealth Concepts LLC held 29,357 EWQ 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 29,357 shares
    Change vs previous 13F +24,136 shares

    0.01% of the 13F portfolio, value $1,333,702.

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

  2. period ended2026-03-31
    13F 5,221 shares
    Change vs previous 13F -20,572 shares

    <0.01% of the 13F portfolio, value $226,497.

    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 25,793 shares
    Change vs previous 13F +18,589 shares

    0.01% of the 13F portfolio, value $1,160,434.

    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 7,204 shares
    Change vs previous 13F -20,060 shares

    <0.01% of the 13F portfolio, value $316,475.

    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 27,264 shares
    Change vs previous 13F +17,446 shares

    0.01% of the 13F portfolio, value $1,166,902.

    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 9,818 shares
    Change vs previous 13F +13 shares

    <0.01% of the 13F portfolio, value $390,747.

    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 9,805 shares
    Change vs previous 13F -3,731 shares

    <0.01% of the 13F portfolio, value $351,793.

    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 13,536 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $546,836.

    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).