Skip to content
Disclosery

Integrated Wealth Concepts LLC: IDUB position timeline

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

Integrated Wealth Concepts LLC held 4,602,877 IDUB 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 4,602,877 shares
    Change vs previous 13F +81,471 shares

    0.83% of the 13F portfolio, value $126,510,068.

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

  2. period ended2026-03-31
    13F 4,521,406 shares
    Change vs previous 13F +1,356,121 shares

    0.89% of the 13F portfolio, value $111,543,077.

    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 3,165,285 shares
    Change vs previous 13F -360,792 shares

    0.91% of the 13F portfolio, value $77,011,363.

    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 3,526,077 shares
    Change vs previous 13F +338,775 shares

    0.74% of the 13F portfolio, value $83,039,144.

    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 3,187,302 shares
    Change vs previous 13F +997,722 shares

    0.71% of the 13F portfolio, value $70,949,357.

    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 2,189,580 shares
    Change vs previous 13F +304,825 shares

    0.53% of the 13F portfolio, value $45,679,453.

    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 1,884,755 shares
    Change vs previous 13F +317,704 shares

    0.44% of the 13F portfolio, value $37,864,702.

    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 1,567,051 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $34,146,052.

    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).