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Integrated Wealth Concepts LLC: HSBC position timeline

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

Integrated Wealth Concepts LLC held 20,165 HSBC 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 20,165 shares
    Change vs previous 13F +1,479 shares

    0.01% of the 13F portfolio, value $1,917,441.

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

  2. period ended2026-03-31
    13F 18,686 shares
    Change vs previous 13F +2,039 shares

    0.01% of the 13F portfolio, value $1,541,401.

    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 16,647 shares
    Change vs previous 13F -1,224 shares

    0.02% of the 13F portfolio, value $1,309,655.

    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 17,871 shares
    Change vs previous 13F +482 shares

    0.01% of the 13F portfolio, value $1,268,460.

    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 17,389 shares
    Change vs previous 13F +5,458 shares

    0.01% of the 13F portfolio, value $1,057,062.

    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 11,931 shares
    Change vs previous 13F -2,642 shares

    0.01% of the 13F portfolio, value $685,221.

    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 14,573 shares
    Change vs previous 13F +388 shares

    0.01% of the 13F portfolio, value $720,800.

    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 14,185 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $641,000.

    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).