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Integrated Wealth Concepts LLC: HEFA position timeline

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

Integrated Wealth Concepts LLC held 86,143 HEFA 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 86,143 shares
    Change vs previous 13F +58,026 shares

    0.03% of the 13F portfolio, value $4,042,271.

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

  2. period ended2026-03-31
    13F 28,117 shares
    Change vs previous 13F +4,739 shares

    0.01% of the 13F portfolio, value $1,194,831.

    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 23,378 shares
    Change vs previous 13F -29,536 shares

    0.01% of the 13F portfolio, value $966,919.

    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 52,914 shares
    Change vs previous 13F -31,190 shares

    0.02% of the 13F portfolio, value $2,095,932.

    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 84,104 shares
    Change vs previous 13F -146,729 shares

    0.03% of the 13F portfolio, value $3,192,585.

    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 230,833 shares
    Change vs previous 13F +122,295 shares

    0.1% of the 13F portfolio, value $8,376,939.

    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 108,538 shares
    Change vs previous 13F -253,826 shares

    0.04% of the 13F portfolio, value $3,771,723.

    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 362,364 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $12,834,923.

    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).