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Integrated Wealth Concepts LLC: GOF position timeline

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

Integrated Wealth Concepts LLC held 277,401 GOF 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 277,401 shares
    Change vs previous 13F +3,580 shares

    0.02% of the 13F portfolio, value $3,029,221.

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

  2. period ended2026-03-31
    13F 273,821 shares
    Change vs previous 13F +33,303 shares

    0.02% of the 13F portfolio, value $3,017,504.

    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 240,518 shares
    Change vs previous 13F +4,291 shares

    0.04% of the 13F portfolio, value $3,097,867.

    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 236,227 shares
    Change vs previous 13F +28,552 shares

    0.03% of the 13F portfolio, value $3,538,678.

    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 207,675 shares
    Change vs previous 13F +21,461 shares

    0.03% of the 13F portfolio, value $3,092,279.

    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 186,214 shares
    Change vs previous 13F +24,568 shares

    0.03% of the 13F portfolio, value $2,899,353.

    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 161,646 shares
    Change vs previous 13F +15,384 shares

    0.03% of the 13F portfolio, value $2,466,716.

    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 146,262 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,305,087.

    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).