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Integrated Wealth Concepts LLC: IGLB position timeline

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

Integrated Wealth Concepts LLC held 246,972 IGLB 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 246,972 shares
    Change vs previous 13F +15,841 shares

    0.08% of the 13F portfolio, value $12,358,498.

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

  2. period ended2026-03-31
    13F 231,131 shares
    Change vs previous 13F +80,875 shares

    0.09% of the 13F portfolio, value $11,471,032.

    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 150,256 shares
    Change vs previous 13F -54,589 shares

    0.09% of the 13F portfolio, value $7,580,409.

    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 204,845 shares
    Change vs previous 13F +73,625 shares

    0.09% of the 13F portfolio, value $10,557,759.

    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 131,220 shares
    Change vs previous 13F -78,993 shares

    0.07% of the 13F portfolio, value $6,588,580.

    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 210,213 shares
    Change vs previous 13F +102,517 shares

    0.12% of the 13F portfolio, value $10,559,023.

    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 107,696 shares
    Change vs previous 13F +39,717 shares

    0.06% of the 13F portfolio, value $5,320,187.

    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 67,979 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,643,001.

    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).