Skip to content
Disclosery

Integrated Wealth Concepts LLC: EXPE position timeline

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

Integrated Wealth Concepts LLC held 13,112 EXPE 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 13,112 shares
    Change vs previous 13F +1,606 shares

    0.02% of the 13F portfolio, value $3,354,980.

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

  2. period ended2026-03-31
    13F 11,506 shares
    Change vs previous 13F +4,814 shares

    0.02% of the 13F portfolio, value $2,656,625.

    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 6,692 shares
    Change vs previous 13F -2,753 shares

    0.02% of the 13F portfolio, value $1,896,012.

    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 9,445 shares
    Change vs previous 13F +1,344 shares

    0.02% of the 13F portfolio, value $2,018,777.

    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 8,101 shares
    Change vs previous 13F +5,409 shares

    0.01% of the 13F portfolio, value $1,366,531.

    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 2,692 shares
    Change vs previous 13F -4,041 shares

    0.01% of the 13F portfolio, value $452,563.

    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 6,733 shares
    Change vs previous 13F +4,428 shares

    0.01% of the 13F portfolio, value $1,254,560.

    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 2,305 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $341,169.

    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).