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Integrated Wealth Concepts LLC: IBHF position timeline

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

Integrated Wealth Concepts LLC held 307,033 IBHF 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 307,033 shares
    Change vs previous 13F -11,500 shares

    0.05% of the 13F portfolio, value $6,954,291.

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

  2. period ended2026-03-31
    13F 318,533 shares
    Change vs previous 13F -8,039 shares

    0.06% of the 13F portfolio, value $7,310,347.

    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 326,572 shares
    Change vs previous 13F +4,509 shares

    0.09% of the 13F portfolio, value $7,537,292.

    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 322,063 shares
    Change vs previous 13F +5,794 shares

    0.07% of the 13F portfolio, value $7,533,059.

    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 316,269 shares
    Change vs previous 13F +24,101 shares

    0.07% of the 13F portfolio, value $7,346,940.

    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 292,168 shares
    Change vs previous 13F +221,355 shares

    0.08% of the 13F portfolio, value $6,784,148.

    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 70,813 shares
    Change vs previous 13F +19,288 shares

    0.02% of the 13F portfolio, value $1,639,315.

    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 51,525 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,206,199.

    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).