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Disclosery

Integrated Wealth Concepts LLC: EWT position timeline

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

Integrated Wealth Concepts LLC held 14,076 EWT 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 14,076 shares
    Change vs previous 13F -20,886 shares

    0.01% of the 13F portfolio, value $1,528,751.

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

  2. period ended2026-03-31
    13F 34,962 shares
    Change vs previous 13F +13,864 shares

    0.02% of the 13F portfolio, value $2,479,514.

    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 21,098 shares
    Change vs previous 13F -3,141 shares

    0.02% of the 13F portfolio, value $1,340,362.

    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 24,239 shares
    Change vs previous 13F -6,055 shares

    0.01% of the 13F portfolio, value $1,542,096.

    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 30,294 shares
    Change vs previous 13F +14,753 shares

    0.02% of the 13F portfolio, value $1,738,861.

    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 15,541 shares
    Change vs previous 13F -10,714 shares

    0.01% of the 13F portfolio, value $737,909.

    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 26,255 shares
    Change vs previous 13F +10,187 shares

    0.02% of the 13F portfolio, value $1,358,960.

    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 16,068 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $865,572.

    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).