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Integrated Wealth Concepts LLC: INTU position timeline

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

Integrated Wealth Concepts LLC held 4,161 INTU 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 4,161 shares
    Change vs previous 13F -527 shares

    0.01% of the 13F portfolio, value $1,085,970.

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

  2. period ended2026-03-31
    13F 4,688 shares
    Change vs previous 13F +1,927 shares

    0.02% of the 13F portfolio, value $2,027,111.

    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 2,761 shares
    Change vs previous 13F -574 shares

    0.02% of the 13F portfolio, value $1,828,859.

    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 3,335 shares
    Change vs previous 13F +367 shares

    0.02% of the 13F portfolio, value $2,277,716.

    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 2,968 shares
    Change vs previous 13F +787 shares

    0.02% of the 13F portfolio, value $2,337,816.

    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 2,181 shares
    Change vs previous 13F -783 shares

    0.02% of the 13F portfolio, value $1,338,945.

    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 2,964 shares
    Change vs previous 13F +1,113 shares

    0.02% of the 13F portfolio, value $1,862,931.

    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 1,851 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,149,188.

    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).