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Disclosery

Integrated Wealth Concepts LLC: GE position timeline

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

Integrated Wealth Concepts LLC held 57,147 GE 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 57,147 shares
    Change vs previous 13F +4,213 shares

    0.14% of the 13F portfolio, value $21,357,619.

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

  2. period ended2026-03-31
    13F 52,934 shares
    Change vs previous 13F +23,258 shares

    0.12% of the 13F portfolio, value $15,021,216.

    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 29,676 shares
    Change vs previous 13F -9,360 shares

    0.11% of the 13F portfolio, value $9,141,200.

    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 39,036 shares
    Change vs previous 13F +2,970 shares

    0.11% of the 13F portfolio, value $11,742,694.

    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 36,066 shares
    Change vs previous 13F +4,129 shares

    0.09% of the 13F portfolio, value $9,282,980.

    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 31,937 shares
    Change vs previous 13F +386 shares

    0.07% of the 13F portfolio, value $6,392,154.

    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 31,551 shares
    Change vs previous 13F -325 shares

    0.06% of the 13F portfolio, value $5,262,413.

    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 31,876 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $6,011,182.

    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).