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Integrated Wealth Concepts LLC: GRID position timeline

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

Integrated Wealth Concepts LLC held 19,921 GRID 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 19,921 shares
    Change vs previous 13F +11,331 shares

    0.02% of the 13F portfolio, value $3,819,798.

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

  2. period ended2026-03-31
    13F 8,590 shares
    Change vs previous 13F -2,215 shares

    0.01% of the 13F portfolio, value $1,405,079.

    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 10,805 shares
    Change vs previous 13F +97 shares

    0.02% of the 13F portfolio, value $1,653,440.

    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 10,708 shares
    Change vs previous 13F -455 shares

    0.01% of the 13F portfolio, value $1,617,694.

    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 11,163 shares
    Change vs previous 13F -221 shares

    0.02% of the 13F portfolio, value $1,551,915.

    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 11,384 shares
    Change vs previous 13F +694 shares

    0.02% of the 13F portfolio, value $1,287,893.

    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 10,690 shares
    Change vs previous 13F +5,584 shares

    0.01% of the 13F portfolio, value $1,275,782.

    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 5,106 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $649,778.

    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).