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Disclosery

Integrated Wealth Concepts LLC: IT position timeline

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

Integrated Wealth Concepts LLC held 8,728 IT 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 8,728 shares
    Change vs previous 13F -1,721 shares

    0.01% of the 13F portfolio, value $1,131,307.

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

  2. period ended2026-03-31
    13F 10,449 shares
    Change vs previous 13F +6,903 shares

    0.01% of the 13F portfolio, value $1,654,494.

    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 3,546 shares
    Change vs previous 13F +2,125 shares

    0.01% of the 13F portfolio, value $894,585.

    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 1,421 shares
    Change vs previous 13F -870 shares

    <0.01% of the 13F portfolio, value $373,444.

    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 2,291 shares
    Change vs previous 13F +1,533 shares

    0.01% of the 13F portfolio, value $926,132.

    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 758 shares
    Change vs previous 13F -92 shares

    <0.01% of the 13F portfolio, value $318,229.

    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 850 shares
    Change vs previous 13F -10 shares

    <0.01% of the 13F portfolio, value $411,797.

    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 860 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $435,814.

    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).