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Integrated Wealth Concepts LLC: IFRA position timeline

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

Integrated Wealth Concepts LLC held 60,581 IFRA 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 60,581 shares
    Change vs previous 13F +736 shares

    0.02% of the 13F portfolio, value $3,819,008.

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

  2. period ended2026-03-31
    13F 59,845 shares
    Change vs previous 13F +1,386 shares

    0.03% of the 13F portfolio, value $3,423,115.

    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 58,459 shares
    Change vs previous 13F -1,564 shares

    0.04% of the 13F portfolio, value $3,076,094.

    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 60,023 shares
    Change vs previous 13F -6,857 shares

    0.03% of the 13F portfolio, value $3,170,418.

    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 66,880 shares
    Change vs previous 13F -13,516 shares

    0.03% of the 13F portfolio, value $3,289,829.

    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 80,396 shares
    Change vs previous 13F -190,119 shares

    0.04% of the 13F portfolio, value $3,623,451.

    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 270,515 shares
    Change vs previous 13F +104,597 shares

    0.15% of the 13F portfolio, value $12,522,141.

    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 165,918 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $7,793,151.

    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).