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Disclosery

Integrated Wealth Concepts LLC: GM position timeline

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

Integrated Wealth Concepts LLC held 54,056 GM 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 54,056 shares
    Change vs previous 13F -810 shares

    0.03% of the 13F portfolio, value $4,166,621.

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

  2. period ended2026-03-31
    13F 54,866 shares
    Change vs previous 13F +26,185 shares

    0.03% of the 13F portfolio, value $4,087,510.

    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 28,681 shares
    Change vs previous 13F -15,981 shares

    0.03% of the 13F portfolio, value $2,332,335.

    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 44,662 shares
    Change vs previous 13F +5,820 shares

    0.02% of the 13F portfolio, value $2,723,032.

    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 38,842 shares
    Change vs previous 13F +14,591 shares

    0.02% of the 13F portfolio, value $1,911,416.

    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 24,251 shares
    Change vs previous 13F +595 shares

    0.01% of the 13F portfolio, value $1,140,533.

    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 23,656 shares
    Change vs previous 13F +3,336 shares

    0.01% of the 13F portfolio, value $1,260,173.

    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 20,320 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $911,141.

    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).