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Disclosery

Integrated Wealth Concepts LLC: HOOD position timeline

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

Integrated Wealth Concepts LLC held 40,350 HOOD 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 40,350 shares
    Change vs previous 13F -3,153 shares

    0.03% of the 13F portfolio, value $4,046,278.

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

  2. period ended2026-03-31
    13F 43,503 shares
    Change vs previous 13F +24,903 shares

    0.02% of the 13F portfolio, value $3,014,745.

    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 18,600 shares
    Change vs previous 13F -37,023 shares

    0.02% of the 13F portfolio, value $2,103,704.

    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 55,623 shares
    Change vs previous 13F +20,341 shares

    0.07% of the 13F portfolio, value $7,964,135.

    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 35,282 shares
    Change vs previous 13F +16,502 shares

    0.03% of the 13F portfolio, value $3,303,498.

    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 18,780 shares
    Change vs previous 13F +7,245 shares

    0.01% of the 13F portfolio, value $781,638.

    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 11,535 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $429,796.

    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).