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Integrated Wealth Concepts LLC: INVX position timeline

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

Integrated Wealth Concepts LLC held 138,770 INVX 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 138,770 shares
    Change vs previous 13F -4,119 shares

    0.02% of the 13F portfolio, value $3,441,508.

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

  2. period ended2026-03-31
    13F 142,889 shares
    Change vs previous 13F -26,887 shares

    0.03% of the 13F portfolio, value $3,485,057.

    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 169,776 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,712,999.

    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).