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Disclosery

Integrated Wealth Concepts LLC: IDXX position timeline

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

Integrated Wealth Concepts LLC held 11,257 IDXX 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 11,257 shares
    Change vs previous 13F -82 shares

    0.04% of the 13F portfolio, value $5,926,106.

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

  2. period ended2026-03-31
    13F 11,339 shares
    Change vs previous 13F +10,966 shares

    0.05% of the 13F portfolio, value $6,371,090.

    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 373 shares
    Change vs previous 13F -12,730 shares

    <0.01% of the 13F portfolio, value $252,533.

    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 13,103 shares
    Change vs previous 13F -1,542 shares

    0.07% of the 13F portfolio, value $8,371,256.

    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 14,645 shares
    Change vs previous 13F +4,862 shares

    0.08% of the 13F portfolio, value $7,854,869.

    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 9,783 shares
    Change vs previous 13F +73 shares

    0.05% of the 13F portfolio, value $4,108,507.

    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 9,710 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $4,014,502.

    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).