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Integrated Wealth Concepts LLC: IEMG position timeline

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

Integrated Wealth Concepts LLC held 1,089,966 IEMG 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 1,089,966 shares
    Change vs previous 13F -16,239 shares

    0.59% of the 13F portfolio, value $90,292,826.

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

  2. period ended2026-03-31
    13F 1,106,205 shares
    Change vs previous 13F +249,780 shares

    0.62% of the 13F portfolio, value $77,158,048.

    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 856,425 shares
    Change vs previous 13F -435,926 shares

    0.68% of the 13F portfolio, value $57,568,914.

    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 1,292,351 shares
    Change vs previous 13F +406,743 shares

    0.76% of the 13F portfolio, value $85,191,763.

    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 885,608 shares
    Change vs previous 13F +271,496 shares

    0.53% of the 13F portfolio, value $53,163,065.

    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 614,112 shares
    Change vs previous 13F +38,436 shares

    0.39% of the 13F portfolio, value $33,143,621.

    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 575,676 shares
    Change vs previous 13F -17,198 shares

    0.35% of the 13F portfolio, value $30,061,826.

    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 592,874 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $34,036,896.

    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).