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Disclosery

Integrated Wealth Concepts LLC: ISRG position timeline

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

Integrated Wealth Concepts LLC held 14,038 ISRG 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 14,038 shares
    Change vs previous 13F +3,822 shares

    0.04% of the 13F portfolio, value $5,582,561.

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

  2. period ended2026-03-31
    13F 10,216 shares
    Change vs previous 13F +4,365 shares

    0.04% of the 13F portfolio, value $4,709,356.

    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 5,851 shares
    Change vs previous 13F -1,136 shares

    0.04% of the 13F portfolio, value $3,313,513.

    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 6,987 shares
    Change vs previous 13F -336 shares

    0.03% of the 13F portfolio, value $3,124,592.

    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 7,323 shares
    Change vs previous 13F +1,829 shares

    0.04% of the 13F portfolio, value $3,979,656.

    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 5,494 shares
    Change vs previous 13F -36 shares

    0.03% of the 13F portfolio, value $2,720,975.

    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 5,530 shares
    Change vs previous 13F +709 shares

    0.03% of the 13F portfolio, value $2,886,392.

    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 4,821 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,368,638.

    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).