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Integrated Wealth Concepts LLC: HELO position timeline

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

Integrated Wealth Concepts LLC held 40,460 HELO 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 40,460 shares
    Change vs previous 13F -122,003 shares

    0.02% of the 13F portfolio, value $2,734,314.

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

  2. period ended2026-03-31
    13F 162,463 shares
    Change vs previous 13F -35,249 shares

    0.08% of the 13F portfolio, value $10,383,006.

    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 197,712 shares
    Change vs previous 13F +693 shares

    0.16% of the 13F portfolio, value $13,134,006.

    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 197,019 shares
    Change vs previous 13F +178,572 shares

    0.11% of the 13F portfolio, value $12,806,218.

    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 18,447 shares
    Change vs previous 13F +15,037 shares

    0.01% of the 13F portfolio, value $1,154,431.

    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 3,410 shares
    Change vs previous 13F +116 shares

    <0.01% of the 13F portfolio, value $203,528.

    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 3,294 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $204,358.

    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).