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Disclosery

Integrated Wealth Concepts LLC: EXLS position timeline

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

Integrated Wealth Concepts LLC held 10,755 EXLS 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 10,755 shares
    Change vs previous 13F -15,527 shares

    <0.01% of the 13F portfolio, value $278,126.

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

  2. period ended2026-03-31
    13F 26,282 shares
    Change vs previous 13F +10,464 shares

    0.01% of the 13F portfolio, value $800,290.

    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 15,818 shares
    Change vs previous 13F +7,361 shares

    0.01% of the 13F portfolio, value $671,316.

    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 8,457 shares
    Change vs previous 13F -4,641 shares

    <0.01% of the 13F portfolio, value $372,363.

    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 13,098 shares
    Change vs previous 13F -1,336 shares

    0.01% of the 13F portfolio, value $573,562.

    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 14,434 shares
    Change vs previous 13F +3,334 shares

    0.01% of the 13F portfolio, value $681,429.

    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 11,100 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $492,618.

    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).