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Integrated Wealth Concepts LLC: ISCF position timeline

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

Integrated Wealth Concepts LLC held 19,041 ISCF 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 19,041 shares
    Change vs previous 13F +2,714 shares

    0.01% of the 13F portfolio, value $824,267.

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

  2. period ended2026-03-31
    13F 16,327 shares
    Change vs previous 13F -121 shares

    0.01% of the 13F portfolio, value $682,308.

    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 16,448 shares
    Change vs previous 13F -121 shares

    0.01% of the 13F portfolio, value $682,265.

    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 16,569 shares
    Change vs previous 13F +6,427 shares

    0.01% of the 13F portfolio, value $681,392.

    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 10,142 shares
    Change vs previous 13F -470 shares

    <0.01% of the 13F portfolio, value $393,196.

    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 10,612 shares
    Change vs previous 13F -164 shares

    <0.01% of the 13F portfolio, value $357,409.

    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 10,776 shares
    Change vs previous 13F -1,334 shares

    <0.01% of the 13F portfolio, value $347,838.

    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 12,110 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $426,865.

    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).