Skip to content
Disclosery

Integrated Wealth Concepts LLC: GSEW position timeline

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

Integrated Wealth Concepts LLC held 1,217,488 GSEW 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 1,217,488 shares
    Change vs previous 13F +17,928 shares

    0.75% of the 13F portfolio, value $114,955,102.

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

  2. period ended2026-03-31
    13F 1,199,560 shares
    Change vs previous 13F -10,956 shares

    0.81% of the 13F portfolio, value $101,554,693.

    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 1,210,516 shares
    Change vs previous 13F -146,660 shares

    1.22% of the 13F portfolio, value $103,039,110.

    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 1,357,176 shares
    Change vs previous 13F +94,490 shares

    1.03% of the 13F portfolio, value $115,414,170.

    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 1,262,686 shares
    Change vs previous 13F +214,875 shares

    1.03% of the 13F portfolio, value $102,959,495.

    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 1,047,811 shares
    Change vs previous 13F +1,672 shares

    0.93% of the 13F portfolio, value $79,675,494.

    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 1,046,139 shares
    Change vs previous 13F +55,056 shares

    0.94% of the 13F portfolio, value $80,782,812.

    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 991,083 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $76,784,081.

    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).