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Disclosery

Integrated Wealth Concepts LLC: GRPM position timeline

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

Integrated Wealth Concepts LLC held 27,185 GRPM 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 27,185 shares
    Change vs previous 13F +157 shares

    0.02% of the 13F portfolio, value $3,538,671.

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

  2. period ended2026-03-31
    13F 27,028 shares
    Change vs previous 13F +3,952 shares

    0.03% of the 13F portfolio, value $3,195,564.

    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 23,076 shares
    Change vs previous 13F +1,885 shares

    0.03% of the 13F portfolio, value $2,769,291.

    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 21,191 shares
    Change vs previous 13F +2,535 shares

    0.02% of the 13F portfolio, value $2,556,073.

    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 18,656 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,038,891.

    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).