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Integrated Wealth Concepts LLC: EYLD position timeline

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

Integrated Wealth Concepts LLC held 313,381 EYLD 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 313,381 shares
    Change vs previous 13F -670 shares

    0.09% of the 13F portfolio, value $14,230,637.

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

  2. period ended2026-03-31
    13F 314,051 shares
    Change vs previous 13F +104,188 shares

    0.1% of the 13F portfolio, value $13,004,863.

    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 209,863 shares
    Change vs previous 13F -7,849 shares

    0.1% of the 13F portfolio, value $8,044,063.

    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 217,712 shares
    Change vs previous 13F -27,781 shares

    0.07% of the 13F portfolio, value $8,098,881.

    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 245,493 shares
    Change vs previous 13F +5,956 shares

    0.09% of the 13F portfolio, value $8,867,208.

    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 239,537 shares
    Change vs previous 13F +10,631 shares

    0.09% of the 13F portfolio, value $7,605,286.

    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 228,906 shares
    Change vs previous 13F +38,564 shares

    0.08% of the 13F portfolio, value $7,167,040.

    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 190,342 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $6,585,846.

    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).