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Disclosery

Integrated Wealth Concepts LLC: IEV position timeline

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

Integrated Wealth Concepts LLC held 113,620 IEV 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 113,620 shares
    Change vs previous 13F -1,805 shares

    0.05% of the 13F portfolio, value $8,277,201.

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

  2. period ended2026-03-31
    13F 115,425 shares
    Change vs previous 13F -25,169 shares

    0.06% of the 13F portfolio, value $7,841,968.

    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 140,594 shares
    Change vs previous 13F -2,014 shares

    0.11% of the 13F portfolio, value $9,644,743.

    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 142,608 shares
    Change vs previous 13F -2,261 shares

    0.08% of the 13F portfolio, value $9,337,972.

    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 144,869 shares
    Change vs previous 13F -257 shares

    0.09% of the 13F portfolio, value $9,162,965.

    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 145,126 shares
    Change vs previous 13F -27,936 shares

    0.1% of the 13F portfolio, value $8,446,333.

    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 173,062 shares
    Change vs previous 13F +23,436 shares

    0.1% of the 13F portfolio, value $9,009,608.

    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 149,626 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $8,718,707.

    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).