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Integrated Wealth Concepts LLC: IBTH position timeline

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

Integrated Wealth Concepts LLC held 1,383,002 IBTH 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 1,383,002 shares
    Change vs previous 13F +69,459 shares

    0.2% of the 13F portfolio, value $30,937,743.

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

  2. period ended2026-03-31
    13F 1,313,543 shares
    Change vs previous 13F +162,553 shares

    0.23% of the 13F portfolio, value $29,462,774.

    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 1,150,990 shares
    Change vs previous 13F +61,910 shares

    0.31% of the 13F portfolio, value $25,862,759.

    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 1,089,080 shares
    Change vs previous 13F +81,760 shares

    0.22% of the 13F portfolio, value $24,526,079.

    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 1,007,320 shares
    Change vs previous 13F +97,371 shares

    0.23% of the 13F portfolio, value $22,654,620.

    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 909,949 shares
    Change vs previous 13F -5,316 shares

    0.24% of the 13F portfolio, value $20,401,057.

    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 915,265 shares
    Change vs previous 13F +103,344 shares

    0.24% of the 13F portfolio, value $20,315,862.

    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 811,921 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $18,377,834.

    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).