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Integrated Wealth Concepts LLC: IBMR position timeline

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

Integrated Wealth Concepts LLC held 115,242 IBMR 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 115,242 shares
    Change vs previous 13F +109 shares

    0.02% of the 13F portfolio, value $2,925,993.

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

  2. period ended2026-03-31
    13F 115,133 shares
    Change vs previous 13F +11,077 shares

    0.02% of the 13F portfolio, value $2,918,625.

    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 104,056 shares
    Change vs previous 13F +62,994 shares

    0.03% of the 13F portfolio, value $2,646,144.

    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 41,062 shares
    Change vs previous 13F +1,559 shares

    0.01% of the 13F portfolio, value $1,048,314.

    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 39,503 shares
    Change vs previous 13F +3 shares

    0.01% of the 13F portfolio, value $996,666.

    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 39,500 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $989,080.

    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 39,500 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $986,710.

    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).