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Integrated Wealth Concepts LLC: GDX position timeline

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

Integrated Wealth Concepts LLC held 19,832 GDX 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 19,832 shares
    Change vs previous 13F +2,546 shares

    0.01% of the 13F portfolio, value $1,496,332.

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

  2. period ended2026-03-31
    13F 17,286 shares
    Change vs previous 13F +1,635 shares

    0.01% of the 13F portfolio, value $1,586,345.

    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 15,651 shares
    Change vs previous 13F -8,970 shares

    0.02% of the 13F portfolio, value $1,342,372.

    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 24,621 shares
    Change vs previous 13F +345 shares

    0.02% of the 13F portfolio, value $1,881,067.

    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 24,276 shares
    Change vs previous 13F -4,635 shares

    0.01% of the 13F portfolio, value $1,263,828.

    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 28,911 shares
    Change vs previous 13F +2,588 shares

    0.02% of the 13F portfolio, value $1,329,055.

    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 26,323 shares
    Change vs previous 13F +348 shares

    0.01% of the 13F portfolio, value $892,625.

    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 25,975 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,034,336.

    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).