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Disclosery

Integrated Wealth Concepts LLC: HIMU position timeline

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

Integrated Wealth Concepts LLC held 205,440 HIMU 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 205,440 shares
    Change vs previous 13F -58,753 shares

    0.07% of the 13F portfolio, value $10,230,901.

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

  2. period ended2026-03-31
    13F 264,193 shares
    Change vs previous 13F +54,845 shares

    0.1% of the 13F portfolio, value $12,675,988.

    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 209,348 shares
    Change vs previous 13F +31,798 shares

    0.12% of the 13F portfolio, value $10,191,048.

    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 177,550 shares
    Change vs previous 13F -112,746 shares

    0.08% of the 13F portfolio, value $8,733,703.

    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 290,296 shares
    Change vs previous 13F +87,368 shares

    0.14% of the 13F portfolio, value $14,117,088.

    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 202,928 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $10,051,024.

    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).