Skip to content
Disclosery

Integrated Wealth Concepts LLC: IGSB position timeline

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

Integrated Wealth Concepts LLC held 460,712 IGSB 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 460,712 shares
    Change vs previous 13F +314,610 shares

    0.16% of the 13F portfolio, value $24,145,894.

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

  2. period ended2026-03-31
    13F 146,102 shares
    Change vs previous 13F +67,418 shares

    0.06% of the 13F portfolio, value $7,679,111.

    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 78,684 shares
    Change vs previous 13F -63,027 shares

    0.05% of the 13F portfolio, value $4,160,794.

    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 141,711 shares
    Change vs previous 13F +7,692 shares

    0.07% of the 13F portfolio, value $7,514,932.

    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 134,019 shares
    Change vs previous 13F +14,957 shares

    0.07% of the 13F portfolio, value $7,070,832.

    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 119,062 shares
    Change vs previous 13F +14,016 shares

    0.07% of the 13F portfolio, value $6,235,280.

    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 105,046 shares
    Change vs previous 13F +17,977 shares

    0.06% of the 13F portfolio, value $5,430,877.

    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 87,069 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $4,585,038.

    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).