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Integrated Wealth Concepts LLC: IMCG position timeline

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

Integrated Wealth Concepts LLC held 30,966 IMCG 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 30,966 shares
    Change vs previous 13F -1,258 shares

    0.02% of the 13F portfolio, value $3,043,951.

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

  2. period ended2026-03-31
    13F 32,224 shares
    Change vs previous 13F +29,024 shares

    0.02% of the 13F portfolio, value $2,538,290.

    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 3,200 shares
    Change vs previous 13F -24,069 shares

    <0.01% of the 13F portfolio, value $255,469.

    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 27,269 shares
    Change vs previous 13F +5,979 shares

    0.02% of the 13F portfolio, value $2,255,945.

    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 21,290 shares
    Change vs previous 13F +267 shares

    0.02% of the 13F portfolio, value $1,708,127.

    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 21,023 shares
    Change vs previous 13F +20 shares

    0.02% of the 13F portfolio, value $1,501,650.

    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 21,003 shares
    Change vs previous 13F +377 shares

    0.02% of the 13F portfolio, value $1,586,364.

    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 20,626 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,505,090.

    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).