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Disclosery

Integrated Wealth Concepts LLC: IBTK position timeline

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

Integrated Wealth Concepts LLC held 153,569 IBTK 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 153,569 shares
    Change vs previous 13F +53,147 shares

    0.02% of the 13F portfolio, value $3,000,734.

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

  2. period ended2026-03-31
    13F 100,422 shares
    Change vs previous 13F +39,875 shares

    0.02% of the 13F portfolio, value $1,980,324.

    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 60,547 shares
    Change vs previous 13F -7,536 shares

    0.01% of the 13F portfolio, value $1,201,560.

    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 68,083 shares
    Change vs previous 13F +5,087 shares

    0.01% of the 13F portfolio, value $1,353,151.

    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 62,996 shares
    Change vs previous 13F +150 shares

    0.01% of the 13F portfolio, value $1,249,831.

    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 62,846 shares
    Change vs previous 13F +24,373 shares

    0.01% of the 13F portfolio, value $1,235,550.

    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 38,473 shares
    Change vs previous 13F +11,939 shares

    0.01% of the 13F portfolio, value $738,403.

    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 26,534 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $531,868.

    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).