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Integrated Wealth Concepts LLC: IGRO position timeline

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

Integrated Wealth Concepts LLC held 10,592 IGRO 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 10,592 shares
    Change vs previous 13F +73 shares

    0.01% of the 13F portfolio, value $931,396.

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

  2. period ended2026-03-31
    13F 10,519 shares
    Change vs previous 13F -50 shares

    0.01% of the 13F portfolio, value $881,208.

    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 10,569 shares
    Change vs previous 13F -1,484 shares

    0.01% of the 13F portfolio, value $874,795.

    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 12,053 shares
    Change vs previous 13F -2,737 shares

    0.01% of the 13F portfolio, value $960,291.

    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 14,790 shares
    Change vs previous 13F +3,942 shares

    0.01% of the 13F portfolio, value $1,166,816.

    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 10,848 shares
    Change vs previous 13F -9,300 shares

    0.01% of the 13F portfolio, value $785,801.

    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 20,148 shares
    Change vs previous 13F -505 shares

    0.02% of the 13F portfolio, value $1,369,247.

    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 20,653 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,540,541.

    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).