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Integrated Wealth Concepts LLC: ICLN position timeline

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

Integrated Wealth Concepts LLC held 64,565 ICLN 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 64,565 shares
    Change vs previous 13F +13,335 shares

    0.01% of the 13F portfolio, value $1,322,935.

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

  2. period ended2026-03-31
    13F 51,230 shares
    Change vs previous 13F +8,069 shares

    0.01% of the 13F portfolio, value $936,996.

    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 43,161 shares
    Change vs previous 13F +28,264 shares

    0.01% of the 13F portfolio, value $709,133.

    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 14,897 shares
    Change vs previous 13F +170 shares

    <0.01% of the 13F portfolio, value $230,600.

    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 14,727 shares
    Change vs previous 13F -1,404 shares

    <0.01% of the 13F portfolio, value $193,067.

    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 16,131 shares
    Change vs previous 13F -8,261 shares

    <0.01% of the 13F portfolio, value $184,214.

    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 24,392 shares
    Change vs previous 13F -4,909 shares

    <0.01% of the 13F portfolio, value $277,584.

    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 29,301 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $430,436.

    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).