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Integrated Wealth Concepts LLC: GSIE position timeline

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

Integrated Wealth Concepts LLC held 264,913 GSIE 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 264,913 shares
    Change vs previous 13F -7,335 shares

    0.08% of the 13F portfolio, value $12,106,552.

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

  2. period ended2026-03-31
    13F 272,248 shares
    Change vs previous 13F +120,412 shares

    0.09% of the 13F portfolio, value $11,742,081.

    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 151,836 shares
    Change vs previous 13F -119,950 shares

    0.08% of the 13F portfolio, value $6,519,853.

    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 271,786 shares
    Change vs previous 13F +84,408 shares

    0.1% of the 13F portfolio, value $11,173,135.

    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 187,378 shares
    Change vs previous 13F +30,575 shares

    0.07% of the 13F portfolio, value $7,431,427.

    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 156,803 shares
    Change vs previous 13F -3,083 shares

    0.07% of the 13F portfolio, value $5,590,028.

    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 159,886 shares
    Change vs previous 13F +782 shares

    0.06% of the 13F portfolio, value $5,330,606.

    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 159,104 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $5,754,784.

    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).