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Integrated Wealth Concepts LLC: IBTI position timeline

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

Integrated Wealth Concepts LLC held 966,839 IBTI 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 966,839 shares
    Change vs previous 13F +156,891 shares

    0.14% of the 13F portfolio, value $21,405,818.

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

  2. period ended2026-03-31
    13F 809,948 shares
    Change vs previous 13F +221,499 shares

    0.14% of the 13F portfolio, value $18,048,077.

    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 588,449 shares
    Change vs previous 13F +150,727 shares

    0.16% of the 13F portfolio, value $13,160,662.

    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 437,722 shares
    Change vs previous 13F +97,565 shares

    0.09% of the 13F portfolio, value $9,798,414.

    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 340,157 shares
    Change vs previous 13F +114,482 shares

    0.08% of the 13F portfolio, value $7,605,907.

    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 225,675 shares
    Change vs previous 13F +110,774 shares

    0.06% of the 13F portfolio, value $5,021,277.

    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 114,901 shares
    Change vs previous 13F +41,756 shares

    0.03% of the 13F portfolio, value $2,516,753.

    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 73,145 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,646,139.

    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).