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Disclosery

Integrated Wealth Concepts LLC: IDEV position timeline

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

Integrated Wealth Concepts LLC held 188,992 IDEV 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 188,992 shares
    Change vs previous 13F -28,942 shares

    0.11% of the 13F portfolio, value $16,822,177.

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

  2. period ended2026-03-31
    13F 217,934 shares
    Change vs previous 13F +159,471 shares

    0.15% of the 13F portfolio, value $18,212,773.

    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 58,463 shares
    Change vs previous 13F -2,958 shares

    0.06% of the 13F portfolio, value $4,822,045.

    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 61,421 shares
    Change vs previous 13F -3,355 shares

    0.04% of the 13F portfolio, value $4,924,142.

    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 64,776 shares
    Change vs previous 13F -15,886 shares

    0.05% of the 13F portfolio, value $4,925,567.

    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 80,662 shares
    Change vs previous 13F +34,511 shares

    0.06% of the 13F portfolio, value $5,556,795.

    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 46,151 shares
    Change vs previous 13F -15,135 shares

    0.03% of the 13F portfolio, value $2,975,341.

    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 61,286 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $4,340,880.

    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).