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Disclosery

Integrated Wealth Concepts LLC: GEV position timeline

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

Integrated Wealth Concepts LLC held 17,963 GEV 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 17,963 shares
    Change vs previous 13F +676 shares

    0.14% of the 13F portfolio, value $21,104,603.

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

  2. period ended2026-03-31
    13F 17,287 shares
    Change vs previous 13F +8,013 shares

    0.12% of the 13F portfolio, value $15,089,647.

    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 9,274 shares
    Change vs previous 13F -4,687 shares

    0.07% of the 13F portfolio, value $6,061,423.

    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 13,961 shares
    Change vs previous 13F +1,147 shares

    0.08% of the 13F portfolio, value $8,584,722.

    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 12,814 shares
    Change vs previous 13F +2,950 shares

    0.07% of the 13F portfolio, value $6,780,324.

    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 9,864 shares
    Change vs previous 13F +299 shares

    0.04% of the 13F portfolio, value $3,011,226.

    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 9,565 shares
    Change vs previous 13F -486 shares

    0.04% of the 13F portfolio, value $3,146,338.

    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 10,051 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,562,821.

    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).