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Integrated Wealth Concepts LLC: HPQ position timeline

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

Integrated Wealth Concepts LLC held 46,120 HPQ 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 46,120 shares
    Change vs previous 13F +2,226 shares

    0.01% of the 13F portfolio, value $1,011,880.

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

  2. period ended2026-03-31
    13F 43,894 shares
    Change vs previous 13F -399 shares

    0.01% of the 13F portfolio, value $843,208.

    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 44,293 shares
    Change vs previous 13F -579 shares

    0.01% of the 13F portfolio, value $986,844.

    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 44,872 shares
    Change vs previous 13F +4,449 shares

    0.01% of the 13F portfolio, value $1,221,875.

    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 40,423 shares
    Change vs previous 13F +8,404 shares

    0.01% of the 13F portfolio, value $988,742.

    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 32,019 shares
    Change vs previous 13F +1,916 shares

    0.01% of the 13F portfolio, value $886,604.

    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 30,103 shares
    Change vs previous 13F -6,558 shares

    0.01% of the 13F portfolio, value $982,257.

    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 36,661 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,315,027.

    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).