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Integrated Wealth Concepts LLC: IBDU position timeline

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

Integrated Wealth Concepts LLC held 177,379 IBDU 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 177,379 shares
    Change vs previous 13F +16,312 shares

    0.03% of the 13F portfolio, value $4,108,094.

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

  2. period ended2026-03-31
    13F 161,067 shares
    Change vs previous 13F +108,772 shares

    0.03% of the 13F portfolio, value $3,746,429.

    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 52,295 shares
    Change vs previous 13F +11,617 shares

    0.01% of the 13F portfolio, value $1,223,968.

    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 40,678 shares
    Change vs previous 13F +2,374 shares

    0.01% of the 13F portfolio, value $954,706.

    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 38,304 shares
    Change vs previous 13F -2,414 shares

    0.01% of the 13F portfolio, value $893,630.

    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 40,718 shares
    Change vs previous 13F +10,382 shares

    0.01% of the 13F portfolio, value $941,799.

    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 30,336 shares
    Change vs previous 13F -1,374 shares

    0.01% of the 13F portfolio, value $691,662.

    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 31,710 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $745,502.

    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).