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Integrated Wealth Concepts LLC: ITOT position timeline

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

Integrated Wealth Concepts LLC held 228,769 ITOT 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 228,769 shares
    Change vs previous 13F +8,624 shares

    0.25% of the 13F portfolio, value $37,579,815.

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

  2. period ended2026-03-31
    13F 220,145 shares
    Change vs previous 13F +23,926 shares

    0.25% of the 13F portfolio, value $31,355,238.

    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 196,219 shares
    Change vs previous 13F -4,851 shares

    0.35% of the 13F portfolio, value $29,175,765.

    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 201,070 shares
    Change vs previous 13F -2,307 shares

    0.26% of the 13F portfolio, value $29,285,803.

    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 203,377 shares
    Change vs previous 13F -3,242 shares

    0.28% of the 13F portfolio, value $27,464,011.

    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 206,619 shares
    Change vs previous 13F +10,403 shares

    0.29% of the 13F portfolio, value $25,209,559.

    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 196,216 shares
    Change vs previous 13F -29,869 shares

    0.29% of the 13F portfolio, value $25,237,331.

    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 226,085 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $28,400,763.

    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).