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Integrated Wealth Concepts LLC: INTC position timeline

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

Integrated Wealth Concepts LLC held 142,579 INTC 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 142,579 shares
    Change vs previous 13F -16,793 shares

    0.13% of the 13F portfolio, value $19,908,246.

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

  2. period ended2026-03-31
    13F 159,372 shares
    Change vs previous 13F +50,753 shares

    0.06% of the 13F portfolio, value $7,033,067.

    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 108,619 shares
    Change vs previous 13F -55,988 shares

    0.05% of the 13F portfolio, value $4,008,036.

    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 164,607 shares
    Change vs previous 13F +31,340 shares

    0.05% of the 13F portfolio, value $5,522,572.

    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 133,267 shares
    Change vs previous 13F +33,517 shares

    0.03% of the 13F portfolio, value $2,985,177.

    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 99,750 shares
    Change vs previous 13F -50,997 shares

    0.03% of the 13F portfolio, value $2,265,320.

    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 150,747 shares
    Change vs previous 13F -7,573 shares

    0.04% of the 13F portfolio, value $3,022,473.

    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 158,320 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,714,174.

    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).