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Integrated Wealth Concepts LLC: IAGG position timeline

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

Integrated Wealth Concepts LLC held 259,604 IAGG 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 259,604 shares
    Change vs previous 13F +21,061 shares

    0.09% of the 13F portfolio, value $13,135,944.

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

  2. period ended2026-03-31
    13F 238,543 shares
    Change vs previous 13F +34,519 shares

    0.1% of the 13F portfolio, value $11,936,701.

    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 204,024 shares
    Change vs previous 13F +170,811 shares

    0.12% of the 13F portfolio, value $10,203,202.

    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 33,213 shares
    Change vs previous 13F +7,347 shares

    0.02% of the 13F portfolio, value $1,701,490.

    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 25,866 shares
    Change vs previous 13F +19,951 shares

    0.01% of the 13F portfolio, value $1,321,477.

    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 5,915 shares
    Change vs previous 13F -1,759 shares

    <0.01% of the 13F portfolio, value $295,670.

    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 7,674 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $383,064.

    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).