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Disclosery

Integrated Wealth Concepts LLC: EWZ position timeline

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

Integrated Wealth Concepts LLC held 11,362 EWZ 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 11,362 shares
    Change vs previous 13F -24,882 shares

    <0.01% of the 13F portfolio, value $392,007.

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

  2. period ended2026-03-31
    13F 36,244 shares
    Change vs previous 13F +3,965 shares

    0.01% of the 13F portfolio, value $1,391,413.

    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 32,279 shares
    Change vs previous 13F -41,877 shares

    0.01% of the 13F portfolio, value $1,025,519.

    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 74,156 shares
    Change vs previous 13F +26,006 shares

    0.02% of the 13F portfolio, value $2,298,840.

    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 48,150 shares
    Change vs previous 13F +35,081 shares

    0.01% of the 13F portfolio, value $1,389,128.

    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 13,069 shares
    Change vs previous 13F -124 shares

    <0.01% of the 13F portfolio, value $337,825.

    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 13,193 shares
    Change vs previous 13F -6,906 shares

    <0.01% of the 13F portfolio, value $296,984.

    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 20,099 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $592,717.

    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).