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Disclosery

Integrated Wealth Concepts LLC: GIS position timeline

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

Integrated Wealth Concepts LLC held 44,162 GIS 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 44,162 shares
    Change vs previous 13F -26,354 shares

    0.01% of the 13F portfolio, value $1,536,847.

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

  2. period ended2026-03-31
    13F 70,516 shares
    Change vs previous 13F +44,033 shares

    0.02% of the 13F portfolio, value $2,624,595.

    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 26,483 shares
    Change vs previous 13F +2,990 shares

    0.01% of the 13F portfolio, value $1,231,465.

    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 23,493 shares
    Change vs previous 13F +1,136 shares

    0.01% of the 13F portfolio, value $1,184,531.

    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 22,357 shares
    Change vs previous 13F -5,638 shares

    0.01% of the 13F portfolio, value $1,158,342.

    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 27,995 shares
    Change vs previous 13F +5,095 shares

    0.02% of the 13F portfolio, value $1,673,797.

    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 22,900 shares
    Change vs previous 13F +7,911 shares

    0.02% of the 13F portfolio, value $1,460,361.

    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 14,989 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,106,965.

    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).