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Integrated Wealth Concepts LLC: GOOG position timeline

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

Integrated Wealth Concepts LLC held 216,923 GOOG 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 216,923 shares
    Change vs previous 13F +5,875 shares

    0.5% of the 13F portfolio, value $76,645,264.

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

  2. period ended2026-03-31
    13F 211,048 shares
    Change vs previous 13F +104,786 shares

    0.48% of the 13F portfolio, value $60,541,247.

    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 106,262 shares
    Change vs previous 13F -94,317 shares

    0.4% of the 13F portfolio, value $33,344,921.

    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 200,579 shares
    Change vs previous 13F -2,995 shares

    0.44% of the 13F portfolio, value $48,850,946.

    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 203,574 shares
    Change vs previous 13F +12,589 shares

    0.36% of the 13F portfolio, value $36,112,011.

    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 190,985 shares
    Change vs previous 13F +14,617 shares

    0.35% of the 13F portfolio, value $29,837,610.

    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 176,368 shares
    Change vs previous 13F +8,122 shares

    0.39% of the 13F portfolio, value $33,587,430.

    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 168,246 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $28,129,065.

    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).