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Integrated Wealth Concepts LLC: IRM position timeline

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

Integrated Wealth Concepts LLC held 16,688 IRM 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 16,688 shares
    Change vs previous 13F +325 shares

    0.01% of the 13F portfolio, value $2,107,844.

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

  2. period ended2026-03-31
    13F 16,363 shares
    Change vs previous 13F +9,825 shares

    0.01% of the 13F portfolio, value $1,671,323.

    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 6,538 shares
    Change vs previous 13F -1,134 shares

    0.01% of the 13F portfolio, value $542,345.

    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 7,672 shares
    Change vs previous 13F -685 shares

    0.01% of the 13F portfolio, value $782,088.

    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 8,357 shares
    Change vs previous 13F +612 shares

    0.01% of the 13F portfolio, value $857,160.

    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 7,745 shares
    Change vs previous 13F -2,036 shares

    0.01% of the 13F portfolio, value $666,331.

    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 9,781 shares
    Change vs previous 13F -1,377 shares

    0.01% of the 13F portfolio, value $1,028,080.

    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 11,158 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,325,876.

    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).