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Integrated Wealth Concepts LLC: IBMQ position timeline

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

Integrated Wealth Concepts LLC held 145,032 IBMQ 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 145,032 shares
    Change vs previous 13F -6,446 shares

    0.02% of the 13F portfolio, value $3,709,915.

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

  2. period ended2026-03-31
    13F 151,478 shares
    Change vs previous 13F +18,900 shares

    0.03% of the 13F portfolio, value $3,867,232.

    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 132,578 shares
    Change vs previous 13F +12,023 shares

    0.04% of the 13F portfolio, value $3,390,682.

    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 120,555 shares
    Change vs previous 13F +5,527 shares

    0.03% of the 13F portfolio, value $3,091,021.

    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 115,028 shares
    Change vs previous 13F +3,599 shares

    0.03% of the 13F portfolio, value $2,922,871.

    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 111,429 shares
    Change vs previous 13F +47,836 shares

    0.03% of the 13F portfolio, value $2,818,048.

    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 63,593 shares
    Change vs previous 13F +25,915 shares

    0.02% of the 13F portfolio, value $1,601,264.

    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 37,678 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $965,677.

    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).