Integrated Wealth Concepts LLC: IDEF position timeline

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

Integrated Wealth Concepts LLC held 213,545 IDEF shares at 2026-06-30 per its 13F-HR/A filed 2026-09-09.

the latest 13F is the newest step

period ended2026-06-30
13F/A 213,545 shares
Change vs previous 13F +76,995 shares
0.04% of the 13F portfolio, value $6,786,452.
13F-HR/A 0001737109-26-000007 filed by Integrated Wealth Concepts LLC
Accepted 2026-09-08 22:25:22 UTC, ingested 2026-10-08 03:31:46 UTC
period ended2026-03-31
13F 136,550 shares
Change vs previous 13F not available
0.04% of the 13F portfolio, value $4,467,916.
13F-HR 0001737109-26-000002 filed by Integrated Wealth Concepts LLC
Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).