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Integrated Wealth Concepts LLC: F position timeline

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

Integrated Wealth Concepts LLC held 264,743 F 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 264,743 shares
    Change vs previous 13F +11,605 shares

    0.02% of the 13F portfolio, value $3,679,938.

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

  2. period ended2026-03-31
    13F 253,138 shares
    Change vs previous 13F +104,995 shares

    0.02% of the 13F portfolio, value $2,921,219.

    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 148,143 shares
    Change vs previous 13F -19,352 shares

    0.02% of the 13F portfolio, value $1,943,640.

    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 167,495 shares
    Change vs previous 13F +2,052 shares

    0.02% of the 13F portfolio, value $2,003,234.

    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 165,443 shares
    Change vs previous 13F -32,427 shares

    0.02% of the 13F portfolio, value $1,795,065.

    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 197,870 shares
    Change vs previous 13F -17,401 shares

    0.02% of the 13F portfolio, value $1,984,641.

    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 215,271 shares
    Change vs previous 13F -14,066 shares

    0.02% of the 13F portfolio, value $2,131,189.

    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 229,337 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,421,798.

    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).