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Integrated Wealth Concepts LLC: IBMP position timeline

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

Integrated Wealth Concepts LLC held 201,861 IBMP 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 201,861 shares
    Change vs previous 13F -5,244 shares

    0.03% of the 13F portfolio, value $5,131,299.

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

  2. period ended2026-03-31
    13F 207,105 shares
    Change vs previous 13F +3,215 shares

    0.04% of the 13F portfolio, value $5,268,741.

    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 203,890 shares
    Change vs previous 13F +2,435 shares

    0.06% of the 13F portfolio, value $5,176,771.

    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 201,455 shares
    Change vs previous 13F +406 shares

    0.05% of the 13F portfolio, value $5,132,061.

    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 201,049 shares
    Change vs previous 13F +8,812 shares

    0.05% of the 13F portfolio, value $5,096,603.

    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 192,237 shares
    Change vs previous 13F +18,022 shares

    0.06% of the 13F portfolio, value $4,859,763.

    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 174,215 shares
    Change vs previous 13F +62,462 shares

    0.05% of the 13F portfolio, value $4,379,768.

    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 111,753 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,844,112.

    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).