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Integrated Wealth Concepts LLC: IJS position timeline

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

Integrated Wealth Concepts LLC held 37,398 IJS 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 37,398 shares
    Change vs previous 13F -38,192 shares

    0.03% of the 13F portfolio, value $5,111,502.

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

  2. period ended2026-03-31
    13F 75,590 shares
    Change vs previous 13F +2,188 shares

    0.07% of the 13F portfolio, value $8,953,621.

    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 73,402 shares
    Change vs previous 13F -1,088 shares

    0.1% of the 13F portfolio, value $8,347,291.

    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 74,490 shares
    Change vs previous 13F +1,688 shares

    0.07% of the 13F portfolio, value $8,237,878.

    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 72,802 shares
    Change vs previous 13F +11,140 shares

    0.07% of the 13F portfolio, value $7,243,053.

    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 61,662 shares
    Change vs previous 13F +8,839 shares

    0.07% of the 13F portfolio, value $6,010,847.

    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 52,823 shares
    Change vs previous 13F +1,952 shares

    0.07% of the 13F portfolio, value $5,737,057.

    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 50,871 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $5,476,758.

    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).