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Disclosery

Integrated Wealth Concepts LLC: IGF position timeline

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

Integrated Wealth Concepts LLC held 72,015 IGF 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 72,015 shares
    Change vs previous 13F +435 shares

    0.03% of the 13F portfolio, value $4,796,179.

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

  2. period ended2026-03-31
    13F 71,580 shares
    Change vs previous 13F +13,498 shares

    0.04% of the 13F portfolio, value $4,795,875.

    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 58,082 shares
    Change vs previous 13F -2,343 shares

    0.04% of the 13F portfolio, value $3,563,884.

    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 60,425 shares
    Change vs previous 13F -1,077 shares

    0.03% of the 13F portfolio, value $3,693,142.

    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 61,502 shares
    Change vs previous 13F +1,458 shares

    0.04% of the 13F portfolio, value $3,640,918.

    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 60,044 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,282,599.

    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).