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Integrated Wealth Concepts LLC: IEUR position timeline

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

Integrated Wealth Concepts LLC held 26,617 IEUR 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 26,617 shares
    Change vs previous 13F -8,999 shares

    0.01% of the 13F portfolio, value $2,000,805.

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

  2. period ended2026-03-31
    13F 35,616 shares
    Change vs previous 13F +29,401 shares

    0.02% of the 13F portfolio, value $2,502,722.

    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 6,215 shares
    Change vs previous 13F -26,986 shares

    0.01% of the 13F portfolio, value $441,169.

    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 33,201 shares
    Change vs previous 13F +5,990 shares

    0.02% of the 13F portfolio, value $2,261,643.

    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 27,211 shares
    Change vs previous 13F +14,920 shares

    0.02% of the 13F portfolio, value $1,801,379.

    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 12,291 shares
    Change vs previous 13F -1,877 shares

    0.01% of the 13F portfolio, value $739,287.

    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 14,168 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $764,772.

    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).