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Integrated Wealth Concepts LLC: HPE position timeline

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

Integrated Wealth Concepts LLC held 92,913 HPE 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 92,913 shares
    Change vs previous 13F +7,011 shares

    0.03% of the 13F portfolio, value $4,191,324.

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

  2. period ended2026-03-31
    13F 85,902 shares
    Change vs previous 13F +32,295 shares

    0.02% of the 13F portfolio, value $2,045,330.

    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 53,607 shares
    Change vs previous 13F +582 shares

    0.02% of the 13F portfolio, value $1,287,645.

    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 53,025 shares
    Change vs previous 13F -3,716 shares

    0.01% of the 13F portfolio, value $1,302,285.

    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 56,741 shares
    Change vs previous 13F +26,832 shares

    0.01% of the 13F portfolio, value $1,160,366.

    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 29,909 shares
    Change vs previous 13F -2,119 shares

    0.01% of the 13F portfolio, value $461,503.

    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 32,028 shares
    Change vs previous 13F +976 shares

    0.01% of the 13F portfolio, value $683,809.

    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 31,052 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $635,334.

    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).