Skip to content
Disclosery

Integrated Wealth Concepts LLC: IJK position timeline

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

Integrated Wealth Concepts LLC held 154,635 IJK 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 154,635 shares
    Change vs previous 13F -2,296 shares

    0.12% of the 13F portfolio, value $18,169,566.

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

  2. period ended2026-03-31
    13F 156,931 shares
    Change vs previous 13F +154,837 shares

    0.13% of the 13F portfolio, value $15,790,363.

    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 2,094 shares
    Change vs previous 13F -158,703 shares

    <0.01% of the 13F portfolio, value $202,864.

    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 160,797 shares
    Change vs previous 13F +16 shares

    0.14% of the 13F portfolio, value $15,418,866.

    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 160,781 shares
    Change vs previous 13F -1,470 shares

    0.15% of the 13F portfolio, value $14,627,884.

    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 162,251 shares
    Change vs previous 13F -742 shares

    0.16% of the 13F portfolio, value $13,512,262.

    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 162,993 shares
    Change vs previous 13F +3,653 shares

    0.17% of the 13F portfolio, value $14,820,948.

    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 159,340 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $14,648,094.

    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).