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Integrated Wealth Concepts LLC: GLW position timeline

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

Integrated Wealth Concepts LLC held 42,610 GLW 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 42,610 shares
    Change vs previous 13F +2,014 shares

    0.07% of the 13F portfolio, value $10,883,961.

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

  2. period ended2026-03-31
    13F 40,596 shares
    Change vs previous 13F +31,689 shares

    0.04% of the 13F portfolio, value $5,519,876.

    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 8,907 shares
    Change vs previous 13F -31,714 shares

    0.01% of the 13F portfolio, value $779,891.

    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 40,621 shares
    Change vs previous 13F -4,299 shares

    0.03% of the 13F portfolio, value $3,332,140.

    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 44,920 shares
    Change vs previous 13F -11,945 shares

    0.02% of the 13F portfolio, value $2,362,358.

    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 56,865 shares
    Change vs previous 13F +5,362 shares

    0.03% of the 13F portfolio, value $2,603,288.

    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 51,503 shares
    Change vs previous 13F -3,456 shares

    0.03% of the 13F portfolio, value $2,447,435.

    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 54,959 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,481,410.

    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).