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Integrated Wealth Concepts LLC: HAYW position timeline

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

Integrated Wealth Concepts LLC held 13,498 HAYW 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 13,498 shares
    Change vs previous 13F -5,424 shares

    <0.01% of the 13F portfolio, value $233,650.

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

  2. period ended2026-03-31
    13F 18,922 shares
    Change vs previous 13F +5,019 shares

    <0.01% of the 13F portfolio, value $253,176.

    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 13,903 shares
    Change vs previous 13F +1,035 shares

    <0.01% of the 13F portfolio, value $214,802.

    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 12,868 shares
    Change vs previous 13F -20,994 shares

    <0.01% of the 13F portfolio, value $194,564.

    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 33,862 shares
    Change vs previous 13F +9,082 shares

    <0.01% of the 13F portfolio, value $467,296.

    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 24,780 shares
    Change vs previous 13F -1,136 shares

    <0.01% of the 13F portfolio, value $344,938.

    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 25,916 shares
    Change vs previous 13F +1,414 shares

    <0.01% of the 13F portfolio, value $396,256.

    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 24,502 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $375,861.

    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).