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Disclosery

Integrated Wealth Concepts LLC: IJH position timeline

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

Integrated Wealth Concepts LLC held 603,088 IJH 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 603,088 shares
    Change vs previous 13F +80,785 shares

    0.3% of the 13F portfolio, value $46,504,097.

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

  2. period ended2026-03-31
    13F 522,303 shares
    Change vs previous 13F +296 shares

    0.28% of the 13F portfolio, value $35,271,107.

    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 522,007 shares
    Change vs previous 13F -8,515 shares

    0.41% of the 13F portfolio, value $34,452,441.

    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 530,522 shares
    Change vs previous 13F -63,406 shares

    0.31% of the 13F portfolio, value $34,621,872.

    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 593,928 shares
    Change vs previous 13F +21,548 shares

    0.37% of the 13F portfolio, value $36,835,409.

    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 572,380 shares
    Change vs previous 13F -469,127 shares

    0.39% of the 13F portfolio, value $33,398,417.

    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 1,041,507 shares
    Change vs previous 13F +7,472 shares

    0.75% of the 13F portfolio, value $64,896,322.

    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 1,034,035 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $64,441,043.

    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).