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Integrated Wealth Concepts LLC: IEFA position timeline

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

Integrated Wealth Concepts LLC held 541,003 IEFA 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 541,003 shares
    Change vs previous 13F -160,671 shares

    0.34% of the 13F portfolio, value $52,250,142.

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

  2. period ended2026-03-31
    13F 701,674 shares
    Change vs previous 13F +60,120 shares

    0.51% of the 13F portfolio, value $63,522,520.

    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 641,554 shares
    Change vs previous 13F -17,739 shares

    0.68% of the 13F portfolio, value $57,393,405.

    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 659,293 shares
    Change vs previous 13F +21,287 shares

    0.51% of the 13F portfolio, value $57,562,893.

    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 638,006 shares
    Change vs previous 13F +12,930 shares

    0.53% of the 13F portfolio, value $53,260,755.

    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 625,076 shares
    Change vs previous 13F -74,678 shares

    0.55% of the 13F portfolio, value $47,287,021.

    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 699,754 shares
    Change vs previous 13F +1,992 shares

    0.57% of the 13F portfolio, value $49,178,753.

    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 697,762 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $54,460,384.

    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).