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Integrated Wealth Concepts LLC: GOVT position timeline

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

Integrated Wealth Concepts LLC held 825,593 GOVT 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 825,593 shares
    Change vs previous 13F +172,399 shares

    0.12% of the 13F portfolio, value $18,807,013.

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

  2. period ended2026-03-31
    13F 653,194 shares
    Change vs previous 13F +112,937 shares

    0.12% of the 13F portfolio, value $14,964,676.

    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 540,257 shares
    Change vs previous 13F -14,986 shares

    0.15% of the 13F portfolio, value $12,439,424.

    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 555,243 shares
    Change vs previous 13F -5,482 shares

    0.11% of the 13F portfolio, value $12,837,217.

    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 560,725 shares
    Change vs previous 13F -16,472 shares

    0.13% of the 13F portfolio, value $12,885,468.

    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 577,197 shares
    Change vs previous 13F -89,973 shares

    0.15% of the 13F portfolio, value $13,266,897.

    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 667,170 shares
    Change vs previous 13F +7,229 shares

    0.18% of the 13F portfolio, value $15,331,582.

    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 659,941 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $15,475,629.

    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).