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Integrated Wealth Concepts LLC: IBHH position timeline

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

Integrated Wealth Concepts LLC held 62,464 IBHH 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 62,464 shares
    Change vs previous 13F +5,136 shares

    0.01% of the 13F portfolio, value $1,467,905.

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

  2. period ended2026-03-31
    13F 57,328 shares
    Change vs previous 13F -2,037 shares

    0.01% of the 13F portfolio, value $1,345,484.

    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 59,365 shares
    Change vs previous 13F +11,258 shares

    0.02% of the 13F portfolio, value $1,405,475.

    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 48,107 shares
    Change vs previous 13F +1,739 shares

    0.01% of the 13F portfolio, value $1,147,843.

    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 46,368 shares
    Change vs previous 13F -3,333 shares

    0.01% of the 13F portfolio, value $1,100,308.

    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 49,701 shares
    Change vs previous 13F +4,174 shares

    0.01% of the 13F portfolio, value $1,161,021.

    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 45,527 shares
    Change vs previous 13F +5,215 shares

    0.01% of the 13F portfolio, value $1,063,904.

    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 40,312 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $959,423.

    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).