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Disclosery

Integrated Wealth Concepts LLC: IGM position timeline

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

Integrated Wealth Concepts LLC held 7,016 IGM 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 7,016 shares
    Change vs previous 13F +2,960 shares

    0.01% of the 13F portfolio, value $1,147,756.

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

  2. period ended2026-03-31
    13F 4,056 shares
    Change vs previous 13F +1,569 shares

    <0.01% of the 13F portfolio, value $480,718.

    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 2,487 shares
    Change vs previous 13F -4,340 shares

    <0.01% of the 13F portfolio, value $321,255.

    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 6,827 shares
    Change vs previous 13F -7,358 shares

    0.01% of the 13F portfolio, value $859,878.

    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 14,185 shares
    Change vs previous 13F +773 shares

    0.02% of the 13F portfolio, value $1,593,546.

    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 13,412 shares
    Change vs previous 13F +7,628 shares

    0.01% of the 13F portfolio, value $1,216,056.

    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 5,784 shares
    Change vs previous 13F +253 shares

    0.01% of the 13F portfolio, value $590,462.

    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 5,531 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $530,607.

    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).