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Integrated Wealth Concepts LLC: IMCV position timeline

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

Integrated Wealth Concepts LLC held 5,508 IMCV 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 5,508 shares
    Change vs previous 13F +401 shares

    <0.01% of the 13F portfolio, value $503,291.

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

  2. period ended2026-03-31
    13F 5,107 shares
    Change vs previous 13F -610 shares

    <0.01% of the 13F portfolio, value $432,961.

    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 5,717 shares
    Change vs previous 13F -21 shares

    0.01% of the 13F portfolio, value $470,746.

    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 5,738 shares
    Change vs previous 13F -689 shares

    <0.01% of the 13F portfolio, value $461,032.

    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 6,427 shares
    Change vs previous 13F +649 shares

    <0.01% of the 13F portfolio, value $488,354.

    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 5,778 shares
    Change vs previous 13F -176 shares

    <0.01% of the 13F portfolio, value $428,670.

    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 5,954 shares
    Change vs previous 13F +1 shares

    0.01% of the 13F portfolio, value $442,114.

    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 5,953 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $456,248.

    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).