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Disclosery

Integrated Wealth Concepts LLC: IJT position timeline

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

Integrated Wealth Concepts LLC held 20,979 IJT 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 20,979 shares
    Change vs previous 13F -8,389 shares

    0.02% of the 13F portfolio, value $3,746,812.

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

  2. period ended2026-03-31
    13F 29,368 shares
    Change vs previous 13F +3,399 shares

    0.03% of the 13F portfolio, value $4,249,844.

    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 25,969 shares
    Change vs previous 13F -1,670 shares

    0.04% of the 13F portfolio, value $3,665,847.

    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 27,639 shares
    Change vs previous 13F +1,729 shares

    0.03% of the 13F portfolio, value $3,910,981.

    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 25,910 shares
    Change vs previous 13F +1,491 shares

    0.03% of the 13F portfolio, value $3,447,015.

    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 24,419 shares
    Change vs previous 13F +3,823 shares

    0.04% of the 13F portfolio, value $3,040,148.

    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 20,596 shares
    Change vs previous 13F +1,330 shares

    0.03% of the 13F portfolio, value $2,788,072.

    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 19,266 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,687,354.

    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).