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Disclosery

Integrated Wealth Concepts LLC: HYG position timeline

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

Integrated Wealth Concepts LLC held 32,144 HYG 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 32,144 shares
    Change vs previous 13F +10,186 shares

    0.02% of the 13F portfolio, value $2,570,536.

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

  2. period ended2026-03-31
    13F 21,958 shares
    Change vs previous 13F +8,845 shares

    0.01% of the 13F portfolio, value $1,746,967.

    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 13,113 shares
    Change vs previous 13F -10,450 shares

    0.01% of the 13F portfolio, value $1,057,298.

    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 23,563 shares
    Change vs previous 13F +1,112 shares

    0.02% of the 13F portfolio, value $1,913,091.

    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 22,451 shares
    Change vs previous 13F -28,004 shares

    0.02% of the 13F portfolio, value $1,810,659.

    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 50,455 shares
    Change vs previous 13F -3,929 shares

    0.05% of the 13F portfolio, value $3,980,413.

    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 54,384 shares
    Change vs previous 13F +13,397 shares

    0.05% of the 13F portfolio, value $4,277,292.

    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 40,987 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,291,234.

    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).