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Disclosery

Integrated Wealth Concepts LLC: IGA position timeline

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

Integrated Wealth Concepts LLC held 105,198 IGA 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 105,198 shares
    Change vs previous 13F -3,075 shares

    0.01% of the 13F portfolio, value $1,041,460.

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

  2. period ended2026-03-31
    13F 108,273 shares
    Change vs previous 13F -10,532 shares

    0.01% of the 13F portfolio, value $1,035,090.

    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 118,805 shares
    Change vs previous 13F -14,241 shares

    0.01% of the 13F portfolio, value $1,154,785.

    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 133,046 shares
    Change vs previous 13F -3,590 shares

    0.01% of the 13F portfolio, value $1,319,816.

    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 136,636 shares
    Change vs previous 13F -5,858 shares

    0.01% of the 13F portfolio, value $1,356,795.

    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 142,494 shares
    Change vs previous 13F +1,833 shares

    0.02% of the 13F portfolio, value $1,399,291.

    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 140,661 shares
    Change vs previous 13F -6,546 shares

    0.02% of the 13F portfolio, value $1,294,081.

    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 147,207 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,398,467.

    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).