Skip to content

Integrated Wealth Concepts LLC: EWU position timeline

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

Integrated Wealth Concepts LLC held 10,878 EWU 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 10,878 shares
    Change vs previous 13F -21,726 shares

    <0.01% of the 13F portfolio, value $501,906.

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

  2. period ended2026-03-31
    13F 32,604 shares
    Change vs previous 13F -1,829 shares

    0.01% of the 13F portfolio, value $1,485,422.

    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 34,433 shares
    Change vs previous 13F +18,007 shares

    0.02% of the 13F portfolio, value $1,514,355.

    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 16,426 shares
    Change vs previous 13F -19,942 shares

    0.01% of the 13F portfolio, value $689,407.

    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 36,368 shares
    Change vs previous 13F -625 shares

    0.01% of the 13F portfolio, value $1,444,546.

    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 36,993 shares
    Change vs previous 13F +20,194 shares

    0.02% of the 13F portfolio, value $1,386,128.

    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 16,799 shares
    Change vs previous 13F -32,448 shares

    0.01% of the 13F portfolio, value $569,487.

    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 49,247 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,842,324.

    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).