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Integrated Wealth Concepts LLC: HYD position timeline

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

Integrated Wealth Concepts LLC held 6,272 HYD 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 6,272 shares
    Change vs previous 13F -8,136 shares

    <0.01% of the 13F portfolio, value $323,052.

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

  2. period ended2026-03-31
    13F 14,408 shares
    Change vs previous 13F -3,948 shares

    0.01% of the 13F portfolio, value $722,408.

    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 18,356 shares
    Change vs previous 13F -42,368 shares

    0.01% of the 13F portfolio, value $938,359.

    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 60,724 shares
    Change vs previous 13F +6,064 shares

    0.03% of the 13F portfolio, value $3,090,850.

    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 54,660 shares
    Change vs previous 13F -2,638 shares

    0.03% of the 13F portfolio, value $2,744,481.

    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 57,298 shares
    Change vs previous 13F -1,654 shares

    0.03% of the 13F portfolio, value $2,932,501.

    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 58,952 shares
    Change vs previous 13F -3,567 shares

    0.04% of the 13F portfolio, value $3,060,198.

    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 62,519 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,317,908.

    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).