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Integrated Wealth Concepts LLC: IBTG position timeline

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

Integrated Wealth Concepts LLC held 1,590,845 IBTG 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 1,590,845 shares
    Change vs previous 13F -4,798 shares

    0.24% of the 13F portfolio, value $36,414,446.

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

  2. period ended2026-03-31
    13F 1,595,643 shares
    Change vs previous 13F +127,666 shares

    0.29% of the 13F portfolio, value $36,564,143.

    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 1,467,977 shares
    Change vs previous 13F +48,050 shares

    0.4% of the 13F portfolio, value $33,580,009.

    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 1,419,927 shares
    Change vs previous 13F +75,291 shares

    0.29% of the 13F portfolio, value $32,587,329.

    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 1,344,636 shares
    Change vs previous 13F +96,495 shares

    0.31% of the 13F portfolio, value $30,832,494.

    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 1,248,141 shares
    Change vs previous 13F +6,330 shares

    0.33% of the 13F portfolio, value $28,632,350.

    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 1,241,811 shares
    Change vs previous 13F +332,507 shares

    0.33% of the 13F portfolio, value $28,325,708.

    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 909,304 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $20,973,100.

    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).