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Integrated Wealth Concepts LLC: IGLD position timeline

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

Integrated Wealth Concepts LLC held 218,594 IGLD 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 218,594 shares
    Change vs previous 13F +107,221 shares

    0.03% of the 13F portfolio, value $4,603,576.

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

  2. period ended2026-03-31
    13F 111,373 shares
    Change vs previous 13F +51,504 shares

    0.02% of the 13F portfolio, value $2,843,350.

    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 59,869 shares
    Change vs previous 13F +16,818 shares

    0.02% of the 13F portfolio, value $1,497,326.

    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 43,051 shares
    Change vs previous 13F +9,853 shares

    0.01% of the 13F portfolio, value $1,030,632.

    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 33,198 shares
    Change vs previous 13F +700 shares

    0.01% of the 13F portfolio, value $720,725.

    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 32,498 shares
    Change vs previous 13F +2,637 shares

    0.01% of the 13F portfolio, value $681,480.

    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 29,861 shares
    Change vs previous 13F +13,840 shares

    0.01% of the 13F portfolio, value $563,775.

    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 16,021 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $345,564.

    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).