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Integrated Wealth Concepts LLC: IBTL position timeline

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

Integrated Wealth Concepts LLC held 112,419 IBTL 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 112,419 shares
    Change vs previous 13F +54,017 shares

    0.01% of the 13F portfolio, value $2,269,744.

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

  2. period ended2026-03-31
    13F 58,402 shares
    Change vs previous 13F +32,532 shares

    0.01% of the 13F portfolio, value $1,191,340.

    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 25,870 shares
    Change vs previous 13F -11,286 shares

    0.01% of the 13F portfolio, value $530,990.

    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 37,156 shares
    Change vs previous 13F +10,720 shares

    0.01% of the 13F portfolio, value $764,294.

    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 26,436 shares
    Change vs previous 13F +66 shares

    0.01% of the 13F portfolio, value $541,945.

    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 26,370 shares
    Change vs previous 13F +822 shares

    0.01% of the 13F portfolio, value $536,107.

    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 25,548 shares
    Change vs previous 13F +4,856 shares

    0.01% of the 13F portfolio, value $505,854.

    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 20,692 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $430,814.

    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).