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Disclosery

Integrated Wealth Concepts LLC: IBDV position timeline

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

Integrated Wealth Concepts LLC held 43,045 IBDV 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 43,045 shares
    Change vs previous 13F +2,888 shares

    0.01% of the 13F portfolio, value $938,388.

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

  2. period ended2026-03-31
    13F 40,157 shares
    Change vs previous 13F -2,364 shares

    0.01% of the 13F portfolio, value $879,026.

    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 42,521 shares
    Change vs previous 13F +278 shares

    0.01% of the 13F portfolio, value $938,428.

    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 42,243 shares
    Change vs previous 13F +4,940 shares

    0.01% of the 13F portfolio, value $935,693.

    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 37,303 shares
    Change vs previous 13F +299 shares

    0.01% of the 13F portfolio, value $819,917.

    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 37,004 shares
    Change vs previous 13F +8,567 shares

    0.01% of the 13F portfolio, value $803,732.

    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 28,437 shares
    Change vs previous 13F +868 shares

    0.01% of the 13F portfolio, value $607,415.

    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 27,569 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $611,204.

    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).