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Integrated Wealth Concepts LLC: HYMB position timeline

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

Integrated Wealth Concepts LLC held 310,809 HYMB 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 310,809 shares
    Change vs previous 13F +37,513 shares

    0.05% of the 13F portfolio, value $7,906,986.

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

  2. period ended2026-03-31
    13F 273,296 shares
    Change vs previous 13F +46,379 shares

    0.05% of the 13F portfolio, value $6,777,748.

    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 226,917 shares
    Change vs previous 13F +15,330 shares

    0.07% of the 13F portfolio, value $5,659,312.

    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 211,587 shares
    Change vs previous 13F +12,386 shares

    0.05% of the 13F portfolio, value $5,274,874.

    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 199,201 shares
    Change vs previous 13F -723 shares

    0.05% of the 13F portfolio, value $4,936,187.

    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 199,924 shares
    Change vs previous 13F +57,106 shares

    0.06% of the 13F portfolio, value $5,042,077.

    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 142,818 shares
    Change vs previous 13F -309 shares

    0.04% of the 13F portfolio, value $3,653,277.

    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 143,127 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,759,963.

    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).