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Disclosery

Integrated Wealth Concepts LLC: ITA position timeline

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

Integrated Wealth Concepts LLC held 31,448 ITA 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 31,448 shares
    Change vs previous 13F +3,636 shares

    0.05% of the 13F portfolio, value $7,623,607.

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

  2. period ended2026-03-31
    13F 27,812 shares
    Change vs previous 13F -8,633 shares

    0.05% of the 13F portfolio, value $6,083,933.

    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 36,445 shares
    Change vs previous 13F +7,449 shares

    0.09% of the 13F portfolio, value $7,824,329.

    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 28,996 shares
    Change vs previous 13F +9,481 shares

    0.05% of the 13F portfolio, value $6,067,685.

    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 19,515 shares
    Change vs previous 13F +4,358 shares

    0.04% of the 13F portfolio, value $3,681,216.

    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 15,157 shares
    Change vs previous 13F -932 shares

    0.03% of the 13F portfolio, value $2,320,480.

    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 16,089 shares
    Change vs previous 13F +185 shares

    0.03% of the 13F portfolio, value $2,338,579.

    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 15,904 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,379,852.

    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).