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Integrated Wealth Concepts LLC: ITAN position timeline

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

Integrated Wealth Concepts LLC held 89,659 ITAN 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 89,659 shares
    Change vs previous 13F +3,906 shares

    0.02% of the 13F portfolio, value $3,750,419.

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

  2. period ended2026-03-31
    13F 85,753 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $3,074,881.

    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 ยง4.2).