Skip to content
Disclosery

Integrated Wealth Concepts LLC: IBHK position timeline

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

Integrated Wealth Concepts LLC held 80,270 IBHK 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 80,270 shares
    Change vs previous 13F +26,305 shares

    0.01% of the 13F portfolio, value $2,068,558.

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

  2. period ended2026-03-31
    13F 53,965 shares
    Change vs previous 13F +7,723 shares

    0.01% of the 13F portfolio, value $1,373,416.

    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 46,242 shares
    Change vs previous 13F +13,446 shares

    0.01% of the 13F portfolio, value $1,195,360.

    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 32,796 shares
    Change vs previous 13F +1,034 shares

    0.01% of the 13F portfolio, value $856,139.

    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 31,762 shares
    Change vs previous 13F +13,636 shares

    0.01% of the 13F portfolio, value $824,192.

    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 18,126 shares
    Change vs previous 13F +3,521 shares

    0.01% of the 13F portfolio, value $460,757.

    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 14,605 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $369,641.

    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).