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Integrated Wealth Concepts LLC: ICVT position timeline

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

Integrated Wealth Concepts LLC held 7,318 ICVT 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 7,318 shares
    Change vs previous 13F -5,309 shares

    0.01% of the 13F portfolio, value $890,909.

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

  2. period ended2026-03-31
    13F 12,627 shares
    Change vs previous 13F +2,756 shares

    0.01% of the 13F portfolio, value $1,285,290.

    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 9,871 shares
    Change vs previous 13F +1,342 shares

    0.01% of the 13F portfolio, value $972,337.

    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 8,529 shares
    Change vs previous 13F +958 shares

    0.01% of the 13F portfolio, value $853,303.

    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 7,571 shares
    Change vs previous 13F +2,642 shares

    0.01% of the 13F portfolio, value $682,164.

    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 4,929 shares
    Change vs previous 13F -313 shares

    <0.01% of the 13F portfolio, value $412,121.

    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 5,242 shares
    Change vs previous 13F +1,134 shares

    0.01% of the 13F portfolio, value $445,422.

    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 4,108 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $343,672.

    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).