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Integrated Wealth Concepts LLC: HMC position timeline

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

Integrated Wealth Concepts LLC held 21,437 HMC 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 21,437 shares
    Change vs previous 13F +4,402 shares

    <0.01% of the 13F portfolio, value $581,172.

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

  2. period ended2026-03-31
    13F 17,035 shares
    Change vs previous 13F +1,606 shares

    <0.01% of the 13F portfolio, value $414,131.

    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 15,429 shares
    Change vs previous 13F +687 shares

    0.01% of the 13F portfolio, value $454,855.

    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 14,742 shares
    Change vs previous 13F +1,854 shares

    <0.01% of the 13F portfolio, value $454,054.

    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 12,888 shares
    Change vs previous 13F +4,336 shares

    <0.01% of the 13F portfolio, value $371,567.

    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 8,552 shares
    Change vs previous 13F +468 shares

    <0.01% of the 13F portfolio, value $232,015.

    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 8,084 shares
    Change vs previous 13F -2,981 shares

    <0.01% of the 13F portfolio, value $230,785.

    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 11,065 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $351,104.

    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).