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Integrated Wealth Concepts LLC: IBTJ position timeline

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

Integrated Wealth Concepts LLC held 561,142 IBTJ 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 561,142 shares
    Change vs previous 13F +217,198 shares

    0.08% of the 13F portfolio, value $12,148,719.

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

  2. period ended2026-03-31
    13F 343,944 shares
    Change vs previous 13F +188,824 shares

    0.06% of the 13F portfolio, value $7,512,762.

    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 155,120 shares
    Change vs previous 13F +78,977 shares

    0.04% of the 13F portfolio, value $3,404,119.

    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 76,143 shares
    Change vs previous 13F +6,942 shares

    0.01% of the 13F portfolio, value $1,671,722.

    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 69,201 shares
    Change vs previous 13F +193 shares

    0.02% of the 13F portfolio, value $1,516,892.

    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 69,008 shares
    Change vs previous 13F +21,008 shares

    0.02% of the 13F portfolio, value $1,502,297.

    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 48,000 shares
    Change vs previous 13F +14,503 shares

    0.01% of the 13F portfolio, value $1,023,670.

    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 33,497 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $740,445.

    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).