Skip to content
Disclosery

Integrated Wealth Concepts LLC: IEF position timeline

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

Integrated Wealth Concepts LLC held 132,696 IEF 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 132,696 shares
    Change vs previous 13F +3,107 shares

    0.08% of the 13F portfolio, value $12,549,053.

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

  2. period ended2026-03-31
    13F 129,589 shares
    Change vs previous 13F +35,685 shares

    0.1% of the 13F portfolio, value $12,367,943.

    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 93,904 shares
    Change vs previous 13F +6,524 shares

    0.11% of the 13F portfolio, value $9,029,793.

    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 87,380 shares
    Change vs previous 13F -82,108 shares

    0.08% of the 13F portfolio, value $8,428,630.

    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 169,488 shares
    Change vs previous 13F +54,951 shares

    0.16% of the 13F portfolio, value $16,231,832.

    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 114,537 shares
    Change vs previous 13F +14,643 shares

    0.13% of the 13F portfolio, value $10,923,410.

    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 99,894 shares
    Change vs previous 13F +2,213 shares

    0.11% of the 13F portfolio, value $9,235,180.

    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 97,681 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $9,584,482.

    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).