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Disclosery

Integrated Wealth Concepts LLC: HLT position timeline

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

Integrated Wealth Concepts LLC held 4,469 HLT 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 4,469 shares
    Change vs previous 13F +966 shares

    0.01% of the 13F portfolio, value $1,476,964.

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

  2. period ended2026-03-31
    13F 3,503 shares
    Change vs previous 13F +2,041 shares

    0.01% of the 13F portfolio, value $1,065,226.

    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 1,462 shares
    Change vs previous 13F +355 shares

    <0.01% of the 13F portfolio, value $419,896.

    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 1,107 shares
    Change vs previous 13F -1,519 shares

    <0.01% of the 13F portfolio, value $287,120.

    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 2,626 shares
    Change vs previous 13F +787 shares

    0.01% of the 13F portfolio, value $699,534.

    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 1,839 shares
    Change vs previous 13F -23 shares

    <0.01% of the 13F portfolio, value $418,546.

    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 1,862 shares
    Change vs previous 13F +523 shares

    0.01% of the 13F portfolio, value $460,272.

    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 1,339 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $308,682.

    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).