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Integrated Wealth Concepts LLC: IOO position timeline

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

Integrated Wealth Concepts LLC held 61,661 IOO 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 61,661 shares
    Change vs previous 13F +147 shares

    0.06% of the 13F portfolio, value $8,422,935.

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

  2. period ended2026-03-31
    13F 61,514 shares
    Change vs previous 13F +5,583 shares

    0.06% of the 13F portfolio, value $7,441,409.

    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 55,931 shares
    Change vs previous 13F -4,106 shares

    0.08% of the 13F portfolio, value $7,084,771.

    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 60,037 shares
    Change vs previous 13F +5,028 shares

    0.06% of the 13F portfolio, value $7,205,032.

    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 55,009 shares
    Change vs previous 13F -3,512 shares

    0.06% of the 13F portfolio, value $5,930,557.

    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 58,521 shares
    Change vs previous 13F +6,802 shares

    0.07% of the 13F portfolio, value $5,635,013.

    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 51,719 shares
    Change vs previous 13F +7,767 shares

    0.06% of the 13F portfolio, value $5,211,710.

    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 43,952 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $4,358,303.

    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).