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Disclosery

Integrated Wealth Concepts LLC: GS position timeline

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

Integrated Wealth Concepts LLC held 14,912 GS 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 14,912 shares
    Change vs previous 13F +534 shares

    0.1% of the 13F portfolio, value $15,081,462.

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

  2. period ended2026-03-31
    13F 14,378 shares
    Change vs previous 13F +7,131 shares

    0.1% of the 13F portfolio, value $12,163,696.

    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 7,247 shares
    Change vs previous 13F -4,195 shares

    0.08% of the 13F portfolio, value $6,369,788.

    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 11,442 shares
    Change vs previous 13F +527 shares

    0.08% of the 13F portfolio, value $9,111,713.

    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 10,915 shares
    Change vs previous 13F -3,308 shares

    0.08% of the 13F portfolio, value $7,725,271.

    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 14,223 shares
    Change vs previous 13F -1,528 shares

    0.09% of the 13F portfolio, value $7,769,677.

    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 15,751 shares
    Change vs previous 13F +877 shares

    0.1% of the 13F portfolio, value $9,019,517.

    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 14,874 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $7,364,407.

    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).