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Disclosery

Integrated Wealth Concepts LLC: ILCG position timeline

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

Integrated Wealth Concepts LLC held 10,252 ILCG 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 10,252 shares
    Change vs previous 13F -1,605 shares

    0.01% of the 13F portfolio, value $1,199,739.

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

  2. period ended2026-03-31
    13F 11,857 shares
    Change vs previous 13F +3,233 shares

    0.01% of the 13F portfolio, value $1,132,088.

    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 8,624 shares
    Change vs previous 13F -719 shares

    0.01% of the 13F portfolio, value $897,249.

    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 9,343 shares
    Change vs previous 13F +128 shares

    0.01% of the 13F portfolio, value $974,479.

    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 9,215 shares
    Change vs previous 13F +163 shares

    0.01% of the 13F portfolio, value $892,920.

    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 9,052 shares
    Change vs previous 13F -323 shares

    0.01% of the 13F portfolio, value $733,111.

    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 9,375 shares
    Change vs previous 13F +1,033 shares

    0.01% of the 13F portfolio, value $840,000.

    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 8,342 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $701,062.

    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).