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Integrated Wealth Concepts LLC: IQQQ position timeline

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

Integrated Wealth Concepts LLC held 22,633 IQQQ 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 22,633 shares
    Change vs previous 13F -802 shares

    0.01% of the 13F portfolio, value $1,149,785.

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

  2. period ended2026-03-31
    13F 23,435 shares
    Change vs previous 13F -511 shares

    0.01% of the 13F portfolio, value $977,048.

    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 23,946 shares
    Change vs previous 13F +203 shares

    0.01% of the 13F portfolio, value $1,065,105.

    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 23,743 shares
    Change vs previous 13F +2,391 shares

    0.01% of the 13F portfolio, value $1,045,873.

    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 21,352 shares
    Change vs previous 13F +2,717 shares

    0.01% of the 13F portfolio, value $873,298.

    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 18,635 shares
    Change vs previous 13F +9,121 shares

    0.01% of the 13F portfolio, value $723,969.

    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 9,514 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $406,153.

    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).