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Integrated Wealth Concepts LLC: GSUS position timeline

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

Integrated Wealth Concepts LLC held 48,103 GSUS 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 48,103 shares
    Change vs previous 13F -6,807 shares

    0.03% of the 13F portfolio, value $4,959,430.

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

  2. period ended2026-03-31
    13F 54,910 shares
    Change vs previous 13F +467 shares

    0.04% of the 13F portfolio, value $4,919,362.

    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 54,443 shares
    Change vs previous 13F +4,999 shares

    0.06% of the 13F portfolio, value $5,139,418.

    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 49,444 shares
    Change vs previous 13F +2,602 shares

    0.04% of the 13F portfolio, value $4,568,623.

    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 46,842 shares
    Change vs previous 13F +1,774 shares

    0.04% of the 13F portfolio, value $4,008,267.

    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 45,068 shares
    Change vs previous 13F +2,797 shares

    0.04% of the 13F portfolio, value $3,465,733.

    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 42,271 shares
    Change vs previous 13F -1,395 shares

    0.04% of the 13F portfolio, value $3,416,762.

    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 43,666 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,441,320.

    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).