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Integrated Wealth Concepts LLC: GSY position timeline

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

Integrated Wealth Concepts LLC held 33,799 GSY 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 33,799 shares
    Change vs previous 13F -19,989 shares

    0.01% of the 13F portfolio, value $1,695,022.

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

  2. period ended2026-03-31
    13F 53,788 shares
    Change vs previous 13F +19,493 shares

    0.02% of the 13F portfolio, value $2,695,867.

    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 34,295 shares
    Change vs previous 13F -25,645 shares

    0.02% of the 13F portfolio, value $1,723,317.

    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 59,940 shares
    Change vs previous 13F -7,808 shares

    0.03% of the 13F portfolio, value $3,011,051.

    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 67,748 shares
    Change vs previous 13F -9,394 shares

    0.03% of the 13F portfolio, value $3,396,863.

    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 77,142 shares
    Change vs previous 13F +31,571 shares

    0.05% of the 13F portfolio, value $3,866,381.

    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 45,571 shares
    Change vs previous 13F -7,192 shares

    0.03% of the 13F portfolio, value $2,283,589.

    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 52,763 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,647,636.

    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).