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Integrated Wealth Concepts LLC: IBHI position timeline

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

Integrated Wealth Concepts LLC held 123,525 IBHI 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 123,525 shares
    Change vs previous 13F +22,748 shares

    0.02% of the 13F portfolio, value $2,889,259.

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

  2. period ended2026-03-31
    13F 100,777 shares
    Change vs previous 13F +13,480 shares

    0.02% of the 13F portfolio, value $2,346,400.

    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 87,297 shares
    Change vs previous 13F +12,955 shares

    0.02% of the 13F portfolio, value $2,062,839.

    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 74,342 shares
    Change vs previous 13F +5,200 shares

    0.02% of the 13F portfolio, value $1,773,059.

    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 69,142 shares
    Change vs previous 13F +17,167 shares

    0.02% of the 13F portfolio, value $1,637,971.

    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 51,975 shares
    Change vs previous 13F +9,443 shares

    0.01% of the 13F portfolio, value $1,206,860.

    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 42,532 shares
    Change vs previous 13F +6,071 shares

    0.01% of the 13F portfolio, value $997,386.

    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 36,461 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $872,181.

    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).