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Integrated Wealth Concepts LLC: IBMO position timeline

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

Integrated Wealth Concepts LLC held 331,427 IBMO 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 331,427 shares
    Change vs previous 13F -35,068 shares

    0.06% of the 13F portfolio, value $8,497,814.

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

  2. period ended2026-03-31
    13F 366,495 shares
    Change vs previous 13F -10,301 shares

    0.07% of the 13F portfolio, value $9,393,268.

    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 376,796 shares
    Change vs previous 13F -6,139 shares

    0.11% of the 13F portfolio, value $9,659,908.

    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 382,935 shares
    Change vs previous 13F +46,352 shares

    0.09% of the 13F portfolio, value $9,826,102.

    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 336,583 shares
    Change vs previous 13F +11,287 shares

    0.09% of the 13F portfolio, value $8,624,251.

    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 325,296 shares
    Change vs previous 13F +20,544 shares

    0.1% of the 13F portfolio, value $8,314,568.

    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 304,752 shares
    Change vs previous 13F +79,434 shares

    0.09% of the 13F portfolio, value $7,758,986.

    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 225,318 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $5,780,523.

    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).