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Disclosery

Integrated Wealth Concepts LLC: IBDW position timeline

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

Integrated Wealth Concepts LLC held 32,706 IBDW 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 32,706 shares
    Change vs previous 13F +1,754 shares

    <0.01% of the 13F portfolio, value $681,589.

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

  2. period ended2026-03-31
    13F 30,952 shares
    Change vs previous 13F -11,070 shares

    0.01% of the 13F portfolio, value $647,828.

    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 42,022 shares
    Change vs previous 13F +10,272 shares

    0.01% of the 13F portfolio, value $888,760.

    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 31,750 shares
    Change vs previous 13F +1,184 shares

    0.01% of the 13F portfolio, value $673,735.

    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 30,566 shares
    Change vs previous 13F +1,926 shares

    0.01% of the 13F portfolio, value $643,112.

    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 28,640 shares
    Change vs previous 13F +1,465 shares

    0.01% of the 13F portfolio, value $594,281.

    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 27,175 shares
    Change vs previous 13F +413 shares

    0.01% of the 13F portfolio, value $553,011.

    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 26,762 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $567,890.

    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).