Skip to content
Disclosery

Integrated Wealth Concepts LLC: GTO position timeline

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

Integrated Wealth Concepts LLC held 143,525 GTO 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 143,525 shares
    Change vs previous 13F +30,911 shares

    0.04% of the 13F portfolio, value $6,727,013.

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

  2. period ended2026-03-31
    13F 112,614 shares
    Change vs previous 13F +17,825 shares

    0.04% of the 13F portfolio, value $5,273,733.

    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 94,789 shares
    Change vs previous 13F -42,678 shares

    0.05% of the 13F portfolio, value $4,494,882.

    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 137,467 shares
    Change vs previous 13F -1,182 shares

    0.06% of the 13F portfolio, value $6,531,094.

    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 138,649 shares
    Change vs previous 13F -359 shares

    0.07% of the 13F portfolio, value $6,501,260.

    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 139,008 shares
    Change vs previous 13F +22,723 shares

    0.08% of the 13F portfolio, value $6,523,676.

    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 116,285 shares
    Change vs previous 13F -14,818 shares

    0.06% of the 13F portfolio, value $5,395,639.

    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 131,103 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $6,332,302.

    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).