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Integrated Wealth Concepts LLC: IQLT position timeline

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

Integrated Wealth Concepts LLC held 36,234 IQLT 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 36,234 shares
    Change vs previous 13F +3,332 shares

    0.01% of the 13F portfolio, value $1,795,378.

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

  2. period ended2026-03-31
    13F 32,902 shares
    Change vs previous 13F -583 shares

    0.01% of the 13F portfolio, value $1,521,062.

    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 33,485 shares
    Change vs previous 13F -5,550 shares

    0.02% of the 13F portfolio, value $1,521,899.

    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 39,035 shares
    Change vs previous 13F -15,819 shares

    0.02% of the 13F portfolio, value $1,724,957.

    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 54,854 shares
    Change vs previous 13F -14,717 shares

    0.02% of the 13F portfolio, value $2,370,812.

    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 69,571 shares
    Change vs previous 13F -3,102 shares

    0.03% of the 13F portfolio, value $2,761,260.

    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 72,673 shares
    Change vs previous 13F -32,766 shares

    0.03% of the 13F portfolio, value $2,697,623.

    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 105,439 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $4,374,667.

    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).