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Disclosery

Integrated Wealth Concepts LLC: ICE position timeline

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

Integrated Wealth Concepts LLC held 5,513 ICE 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 5,513 shares
    Change vs previous 13F +319 shares

    <0.01% of the 13F portfolio, value $678,760.

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

  2. period ended2026-03-31
    13F 5,194 shares
    Change vs previous 13F +2,157 shares

    0.01% of the 13F portfolio, value $816,979.

    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 3,037 shares
    Change vs previous 13F -2,335 shares

    0.01% of the 13F portfolio, value $491,935.

    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 5,372 shares
    Change vs previous 13F -588 shares

    0.01% of the 13F portfolio, value $905,051.

    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 5,960 shares
    Change vs previous 13F +1,055 shares

    0.01% of the 13F portfolio, value $1,093,463.

    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 4,905 shares
    Change vs previous 13F +864 shares

    0.01% of the 13F portfolio, value $846,126.

    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 4,041 shares
    Change vs previous 13F -291 shares

    0.01% of the 13F portfolio, value $602,191.

    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 4,332 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $695,896.

    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).