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Integrated Wealth Concepts LLC: GJUN position timeline

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

Integrated Wealth Concepts LLC held 25,146 GJUN 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 25,146 shares
    Change vs previous 13F -108 shares

    0.01% of the 13F portfolio, value $1,035,764.

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

  2. period ended2026-03-31
    13F 25,254 shares
    Change vs previous 13F -110 shares

    0.01% of the 13F portfolio, value $995,513.

    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 25,364 shares
    Change vs previous 13F -197 shares

    0.01% of the 13F portfolio, value $1,004,409.

    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 25,561 shares
    Change vs previous 13F -1,520 shares

    0.01% of the 13F portfolio, value $993,812.

    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 27,081 shares
    Change vs previous 13F -160 shares

    0.01% of the 13F portfolio, value $1,018,246.

    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 27,241 shares
    Change vs previous 13F -75 shares

    0.01% of the 13F portfolio, value $958,066.

    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 27,316 shares
    Change vs previous 13F -140 shares

    0.01% of the 13F portfolio, value $983,376.

    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 27,456 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $972,492.

    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).