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Integrated Wealth Concepts LLC: IBTM position timeline

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

Integrated Wealth Concepts LLC held 27,249 IBTM 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 27,249 shares
    Change vs previous 13F -3,417 shares

    <0.01% of the 13F portfolio, value $618,410.

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

  2. period ended2026-03-31
    13F 30,666 shares
    Change vs previous 13F +10,147 shares

    0.01% of the 13F portfolio, value $703,175.

    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 20,519 shares
    Change vs previous 13F -1,888 shares

    0.01% of the 13F portfolio, value $473,479.

    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 22,407 shares
    Change vs previous 13F +780 shares

    <0.01% of the 13F portfolio, value $518,266.

    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 21,627 shares
    Change vs previous 13F +66 shares

    <0.01% of the 13F portfolio, value $498,079.

    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 21,561 shares
    Change vs previous 13F +45 shares

    0.01% of the 13F portfolio, value $493,520.

    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 21,516 shares
    Change vs previous 13F +4,317 shares

    0.01% of the 13F portfolio, value $477,662.

    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 17,199 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $403,832.

    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).