Integrated Wealth Concepts LLC: GGUS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Integrated Wealth Concepts LLC on GGUS, newest first. How the timeline and the estimate are built.
Integrated Wealth Concepts LLC held 9,032 GGUS shares at 2026-06-30 per its 13F-HR/A filed 2026-09-09.
the latest 13F is the newest step
- period ended2026-06-3013F/A 9,032 sharesChange vs previous 13F -865 shares
<0.01% of the 13F portfolio, value $616,420.
13F-HR/A 0001737109-26-000007 filed by Integrated Wealth Concepts LLC
Accepted , ingested - period ended2026-03-3113F 9,897 sharesChange vs previous 13F +716 shares
<0.01% of the 13F portfolio, value $573,831.
13F-HR 0001737109-26-000002 filed by Integrated Wealth Concepts LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 9,181 sharesChange vs previous 13F +766 shares
0.01% of the 13F portfolio, value $584,460.
13F-HR 0001737109-26-000001 filed by Integrated Wealth Concepts LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 8,415 sharesChange vs previous 13F +4,719 shares
<0.01% of the 13F portfolio, value $532,613.
13F-HR 0001737109-25-000007 filed by Integrated Wealth Concepts LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,696 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $214,236.
13F-HR 0001737109-25-000006 filed by Integrated Wealth Concepts LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).