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Integrated Wealth Concepts LLC: GEHC position timeline

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

Integrated Wealth Concepts LLC held 20,576 GEHC 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 20,576 shares
    Change vs previous 13F +2,733 shares

    0.01% of the 13F portfolio, value $1,317,079.

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

  2. period ended2026-03-31
    13F 17,843 shares
    Change vs previous 13F +4,275 shares

    0.01% of the 13F portfolio, value $1,270,060.

    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 13,568 shares
    Change vs previous 13F -3,574 shares

    0.01% of the 13F portfolio, value $1,112,859.

    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 17,142 shares
    Change vs previous 13F +1,249 shares

    0.01% of the 13F portfolio, value $1,287,378.

    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 15,893 shares
    Change vs previous 13F -1,199 shares

    0.01% of the 13F portfolio, value $1,177,157.

    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 17,092 shares
    Change vs previous 13F -81 shares

    0.02% of the 13F portfolio, value $1,379,465.

    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 17,173 shares
    Change vs previous 13F +126 shares

    0.02% of the 13F portfolio, value $1,342,549.

    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 17,047 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,599,887.

    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).