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Integrated Wealth Concepts LLC: IGV position timeline

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

Integrated Wealth Concepts LLC held 68,582 IGV 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 68,582 shares
    Change vs previous 13F +30,741 shares

    0.04% of the 13F portfolio, value $6,213,503.

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

  2. period ended2026-03-31
    13F 37,841 shares
    Change vs previous 13F +29,533 shares

    0.02% of the 13F portfolio, value $3,029,201.

    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 8,308 shares
    Change vs previous 13F -7,531 shares

    0.01% of the 13F portfolio, value $878,097.

    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 15,839 shares
    Change vs previous 13F -11,975 shares

    0.02% of the 13F portfolio, value $1,821,669.

    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 27,814 shares
    Change vs previous 13F +12,705 shares

    0.03% of the 13F portfolio, value $3,045,645.

    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 15,109 shares
    Change vs previous 13F -12,217 shares

    0.02% of the 13F portfolio, value $1,344,524.

    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 27,326 shares
    Change vs previous 13F +20,167 shares

    0.03% of the 13F portfolio, value $2,735,901.

    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 7,159 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $639,818.

    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).