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Integrated Wealth Concepts LLC: IJR position timeline

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

Integrated Wealth Concepts LLC held 188,377 IJR 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 188,377 shares
    Change vs previous 13F +8,643 shares

    0.18% of the 13F portfolio, value $27,938,257.

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

  2. period ended2026-03-31
    13F 179,734 shares
    Change vs previous 13F +10,388 shares

    0.18% of the 13F portfolio, value $22,342,671.

    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 169,346 shares
    Change vs previous 13F -6,637 shares

    0.24% of the 13F portfolio, value $20,352,025.

    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 175,983 shares
    Change vs previous 13F +737 shares

    0.19% of the 13F portfolio, value $20,912,035.

    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 175,246 shares
    Change vs previous 13F -19 shares

    0.19% of the 13F portfolio, value $19,152,627.

    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 175,265 shares
    Change vs previous 13F +3,374 shares

    0.21% of the 13F portfolio, value $18,327,466.

    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 171,891 shares
    Change vs previous 13F +4,090 shares

    0.23% of the 13F portfolio, value $19,805,253.

    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 167,801 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $19,625,970.

    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).