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Integrated Wealth Concepts LLC: GTLB position timeline

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

Integrated Wealth Concepts LLC held 19,564 GTLB 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 19,564 shares
    Change vs previous 13F -45,241 shares

    <0.01% of the 13F portfolio, value $597,289.

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

  2. period ended2026-03-31
    13F 64,805 shares
    Change vs previous 13F +36,950 shares

    0.01% of the 13F portfolio, value $1,402,380.

    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 27,855 shares
    Change vs previous 13F +16,690 shares

    0.01% of the 13F portfolio, value $1,045,398.

    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 11,165 shares
    Change vs previous 13F -141 shares

    <0.01% of the 13F portfolio, value $503,318.

    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 11,306 shares
    Change vs previous 13F -684 shares

    0.01% of the 13F portfolio, value $510,014.

    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 11,990 shares
    Change vs previous 13F -4,487 shares

    0.01% of the 13F portfolio, value $563,380.

    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 16,477 shares
    Change vs previous 13F +12,282 shares

    0.01% of the 13F portfolio, value $928,479.

    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 4,195 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $216,210.

    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).