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Integrated Wealth Concepts LLC: HRTX position timeline

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

Integrated Wealth Concepts LLC held 159,997 HRTX 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 159,997 shares
    Change vs previous 13F +64,499 shares

    <0.01% of the 13F portfolio, value $68,287.

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

  2. period ended2026-03-31
    13F 95,498 shares
    Change vs previous 13F +324 shares

    <0.01% of the 13F portfolio, value $76,408.

    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 95,174 shares
    Change vs previous 13F -2,421 shares

    <0.01% of the 13F portfolio, value $123,726.

    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 97,595 shares
    Change vs previous 13F +3,190 shares

    <0.01% of the 13F portfolio, value $122,970.

    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 94,405 shares
    Change vs previous 13F +100 shares

    <0.01% of the 13F portfolio, value $195,418.

    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 94,305 shares
    Change vs previous 13F -16,778 shares

    <0.01% of the 13F portfolio, value $207,471.

    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 111,083 shares
    Change vs previous 13F +62,305 shares

    <0.01% of the 13F portfolio, value $169,957.

    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 48,778 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $97,068.

    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).