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Integrated Wealth Concepts LLC: INDB position timeline

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

Integrated Wealth Concepts LLC held 4,086 INDB 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 4,086 shares
    Change vs previous 13F -6 shares

    <0.01% of the 13F portfolio, value $342,092.

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

  2. period ended2026-03-31
    13F 4,092 shares
    Change vs previous 13F +628 shares

    <0.01% of the 13F portfolio, value $307,752.

    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 3,464 shares
    Change vs previous 13F -670 shares

    <0.01% of the 13F portfolio, value $253,138.

    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 4,134 shares
    Change vs previous 13F -54,805 shares

    <0.01% of the 13F portfolio, value $285,955.

    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 58,939 shares
    Change vs previous 13F +5,149 shares

    0.04% of the 13F portfolio, value $3,706,360.

    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 53,790 shares
    Change vs previous 13F +809 shares

    0.04% of the 13F portfolio, value $3,369,956.

    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 52,981 shares
    Change vs previous 13F +2,640 shares

    0.04% of the 13F portfolio, value $3,400,855.

    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 50,341 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,976,681.

    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).