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Integrated Wealth Concepts LLC: IEI position timeline

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

Integrated Wealth Concepts LLC held 93,839 IEI 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 93,839 shares
    Change vs previous 13F +68,943 shares

    0.07% of the 13F portfolio, value $11,021,433.

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

  2. period ended2026-03-31
    13F 24,896 shares
    Change vs previous 13F -39,983 shares

    0.02% of the 13F portfolio, value $2,952,651.

    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 64,879 shares
    Change vs previous 13F +20,903 shares

    0.09% of the 13F portfolio, value $7,743,276.

    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 43,976 shares
    Change vs previous 13F +35,532 shares

    0.05% of the 13F portfolio, value $5,255,619.

    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 8,444 shares
    Change vs previous 13F -1,143 shares

    0.01% of the 13F portfolio, value $1,005,639.

    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 9,587 shares
    Change vs previous 13F -23,227 shares

    0.01% of the 13F portfolio, value $1,132,557.

    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 32,814 shares
    Change vs previous 13F -1,531 shares

    0.04% of the 13F portfolio, value $3,791,640.

    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 34,345 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $4,107,809.

    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).