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Integrated Wealth Concepts LLC: HD position timeline

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

Integrated Wealth Concepts LLC held 96,379 HD 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 96,379 shares
    Change vs previous 13F +24,614 shares

    0.22% of the 13F portfolio, value $33,991,077.

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

  2. period ended2026-03-31
    13F 71,765 shares
    Change vs previous 13F +44,215 shares

    0.19% of the 13F portfolio, value $23,602,965.

    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 27,550 shares
    Change vs previous 13F -43,971 shares

    0.11% of the 13F portfolio, value $9,480,008.

    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 71,521 shares
    Change vs previous 13F +273 shares

    0.26% of the 13F portfolio, value $28,979,479.

    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 71,248 shares
    Change vs previous 13F +1,808 shares

    0.26% of the 13F portfolio, value $26,122,280.

    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 69,440 shares
    Change vs previous 13F +1,415 shares

    0.3% of the 13F portfolio, value $25,449,088.

    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 68,025 shares
    Change vs previous 13F +18,363 shares

    0.31% of the 13F portfolio, value $26,461,233.

    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 49,662 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $20,123,169.

    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).