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Integrated Wealth Concepts LLC: GEM position timeline

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

Integrated Wealth Concepts LLC held 32,744 GEM 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 32,744 shares
    Change vs previous 13F +1,283 shares

    0.01% of the 13F portfolio, value $1,702,712.

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

  2. period ended2026-03-31
    13F 31,461 shares
    Change vs previous 13F +14,177 shares

    0.01% of the 13F portfolio, value $1,359,134.

    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 17,284 shares
    Change vs previous 13F +1,498 shares

    0.01% of the 13F portfolio, value $719,368.

    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 15,786 shares
    Change vs previous 13F +1,536 shares

    0.01% of the 13F portfolio, value $642,967.

    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 14,250 shares
    Change vs previous 13F +829 shares

    0.01% of the 13F portfolio, value $530,241.

    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 13,421 shares
    Change vs previous 13F +1,509 shares

    0.01% of the 13F portfolio, value $445,308.

    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 11,912 shares
    Change vs previous 13F -1,154 shares

    <0.01% of the 13F portfolio, value $380,231.

    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 13,066 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $458,747.

    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).