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Integrated Wealth Concepts LLC: IBHG position timeline

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

Integrated Wealth Concepts LLC held 73,471 IBHG 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 73,471 shares
    Change vs previous 13F +334 shares

    0.01% of the 13F portfolio, value $1,622,238.

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

  2. period ended2026-03-31
    13F 73,137 shares
    Change vs previous 13F +1,032 shares

    0.01% of the 13F portfolio, value $1,618,512.

    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 72,105 shares
    Change vs previous 13F +14,193 shares

    0.02% of the 13F portfolio, value $1,609,395.

    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 57,912 shares
    Change vs previous 13F +1,531 shares

    0.01% of the 13F portfolio, value $1,302,440.

    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 56,381 shares
    Change vs previous 13F +1,022 shares

    0.01% of the 13F portfolio, value $1,270,830.

    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 55,359 shares
    Change vs previous 13F +9,696 shares

    0.01% of the 13F portfolio, value $1,235,896.

    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 45,663 shares
    Change vs previous 13F -1,194 shares

    0.01% of the 13F portfolio, value $1,015,537.

    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 46,857 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,058,978.

    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).