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Integrated Wealth Concepts LLC: GOVI position timeline

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

Integrated Wealth Concepts LLC held 283,559 GOVI 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 283,559 shares
    Change vs previous 13F +216,060 shares

    0.05% of the 13F portfolio, value $7,698,623.

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

  2. period ended2026-03-31
    13F 67,499 shares
    Change vs previous 13F -151,698 shares

    0.01% of the 13F portfolio, value $1,841,354.

    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 219,197 shares
    Change vs previous 13F -191,032 shares

    0.07% of the 13F portfolio, value $6,038,904.

    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 410,229 shares
    Change vs previous 13F +101,366 shares

    0.1% of the 13F portfolio, value $11,387,945.

    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 308,863 shares
    Change vs previous 13F +6,975 shares

    0.09% of the 13F portfolio, value $8,484,474.

    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 301,888 shares
    Change vs previous 13F -14,805 shares

    0.1% of the 13F portfolio, value $8,398,520.

    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 316,693 shares
    Change vs previous 13F -4,746 shares

    0.1% of the 13F portfolio, value $8,560,210.

    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 321,439 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $9,347,437.

    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).