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Integrated Wealth Concepts LLC: INDA position timeline

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

Integrated Wealth Concepts LLC held 36,971 INDA 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 36,971 shares
    Change vs previous 13F -2,919 shares

    0.01% of the 13F portfolio, value $1,825,975.

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

  2. period ended2026-03-31
    13F 39,890 shares
    Change vs previous 13F -1,978 shares

    0.01% of the 13F portfolio, value $1,868,465.

    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 41,868 shares
    Change vs previous 13F -1,242 shares

    0.03% of the 13F portfolio, value $2,262,941.

    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 43,110 shares
    Change vs previous 13F -1,597 shares

    0.02% of the 13F portfolio, value $2,244,305.

    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 44,707 shares
    Change vs previous 13F -2,592 shares

    0.02% of the 13F portfolio, value $2,489,276.

    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 47,299 shares
    Change vs previous 13F +718 shares

    0.03% of the 13F portfolio, value $2,434,947.

    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 46,581 shares
    Change vs previous 13F -27,915 shares

    0.03% of the 13F portfolio, value $2,452,025.

    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 74,496 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $4,360,228.

    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).