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Integrated Wealth Concepts LLC: HTRB position timeline

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

Integrated Wealth Concepts LLC held 263,684 HTRB 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 263,684 shares
    Change vs previous 13F +9,640 shares

    0.06% of the 13F portfolio, value $8,895,392.

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

  2. period ended2026-03-31
    13F 254,044 shares
    Change vs previous 13F +240,589 shares

    0.07% of the 13F portfolio, value $8,571,429.

    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 13,455 shares
    Change vs previous 13F -208,834 shares

    0.01% of the 13F portfolio, value $459,479.

    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 222,289 shares
    Change vs previous 13F +134,383 shares

    0.07% of the 13F portfolio, value $7,622,280.

    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 87,906 shares
    Change vs previous 13F +16,371 shares

    0.03% of the 13F portfolio, value $2,977,388.

    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 71,535 shares
    Change vs previous 13F +64,397 shares

    0.03% of the 13F portfolio, value $2,422,176.

    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 7,138 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $237,910.

    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).