Skip to content
Disclosery

Integrated Wealth Concepts LLC: IDMO position timeline

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

Integrated Wealth Concepts LLC held 134,169 IDMO 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 134,169 shares
    Change vs previous 13F +86,340 shares

    0.05% of the 13F portfolio, value $8,089,070.

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

  2. period ended2026-03-31
    13F 47,829 shares
    Change vs previous 13F -1,992 shares

    0.02% of the 13F portfolio, value $2,622,930.

    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 49,821 shares
    Change vs previous 13F -3,541 shares

    0.03% of the 13F portfolio, value $2,768,557.

    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 53,362 shares
    Change vs previous 13F +31,275 shares

    0.03% of the 13F portfolio, value $2,880,989.

    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 22,087 shares
    Change vs previous 13F +4,197 shares

    0.01% of the 13F portfolio, value $1,131,737.

    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 17,890 shares
    Change vs previous 13F -1,319 shares

    0.01% of the 13F portfolio, value $790,018.

    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 19,209 shares
    Change vs previous 13F +412 shares

    0.01% of the 13F portfolio, value $780,656.

    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 18,797 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $790,977.

    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).