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Integrated Wealth Concepts LLC: IOT position timeline

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

Integrated Wealth Concepts LLC held 223,763 IOT 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 223,763 shares
    Change vs previous 13F -9,928 shares

    0.05% of the 13F portfolio, value $7,256,621.

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

  2. period ended2026-03-31
    13F 233,691 shares
    Change vs previous 13F +6,150 shares

    0.06% of the 13F portfolio, value $7,405,670.

    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 227,541 shares
    Change vs previous 13F -6,715 shares

    0.1% of the 13F portfolio, value $8,066,332.

    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 234,256 shares
    Change vs previous 13F +96 shares

    0.08% of the 13F portfolio, value $8,726,040.

    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 234,160 shares
    Change vs previous 13F -578 shares

    0.09% of the 13F portfolio, value $9,314,885.

    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 234,738 shares
    Change vs previous 13F +598 shares

    0.1% of the 13F portfolio, value $8,997,510.

    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 234,140 shares
    Change vs previous 13F +168 shares

    0.12% of the 13F portfolio, value $10,229,577.

    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 233,972 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $11,258,732.

    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).