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Integrated Wealth Concepts LLC: IBM position timeline

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

Integrated Wealth Concepts LLC held 72,487 IBM 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 72,487 shares
    Change vs previous 13F +4,055 shares

    0.13% of the 13F portfolio, value $20,383,997.

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

  2. period ended2026-03-31
    13F 68,432 shares
    Change vs previous 13F +38,786 shares

    0.13% of the 13F portfolio, value $16,587,237.

    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 29,646 shares
    Change vs previous 13F -23,412 shares

    0.1% of the 13F portfolio, value $8,781,500.

    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 53,058 shares
    Change vs previous 13F +1,461 shares

    0.13% of the 13F portfolio, value $14,970,845.

    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 51,597 shares
    Change vs previous 13F +2,246 shares

    0.15% of the 13F portfolio, value $15,209,671.

    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 49,351 shares
    Change vs previous 13F +275 shares

    0.14% of the 13F portfolio, value $12,271,596.

    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 49,076 shares
    Change vs previous 13F +4,021 shares

    0.13% of the 13F portfolio, value $10,788,462.

    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 45,055 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $9,960,678.

    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).