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Integrated Wealth Concepts LLC: IBDT position timeline

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

Integrated Wealth Concepts LLC held 289,705 IBDT 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 289,705 shares
    Change vs previous 13F +19,652 shares

    0.05% of the 13F portfolio, value $7,315,091.

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

  2. period ended2026-03-31
    13F 270,053 shares
    Change vs previous 13F +54,011 shares

    0.05% of the 13F portfolio, value $6,840,448.

    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 216,042 shares
    Change vs previous 13F -19,292 shares

    0.07% of the 13F portfolio, value $5,499,353.

    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 235,334 shares
    Change vs previous 13F +18,550 shares

    0.05% of the 13F portfolio, value $6,005,730.

    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 216,784 shares
    Change vs previous 13F +40,066 shares

    0.06% of the 13F portfolio, value $5,510,648.

    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 176,718 shares
    Change vs previous 13F +53,811 shares

    0.05% of the 13F portfolio, value $4,463,892.

    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 122,907 shares
    Change vs previous 13F -5,115 shares

    0.04% of the 13F portfolio, value $3,060,394.

    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 128,022 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,268,396.

    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).