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Integrated Wealth Concepts LLC: ITW position timeline

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

Integrated Wealth Concepts LLC held 15,919 ITW 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 15,919 shares
    Change vs previous 13F +2,763 shares

    0.03% of the 13F portfolio, value $4,305,565.

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

  2. period ended2026-03-31
    13F 13,156 shares
    Change vs previous 13F +9,245 shares

    0.03% of the 13F portfolio, value $3,424,280.

    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 3,911 shares
    Change vs previous 13F -5,841 shares

    0.01% of the 13F portfolio, value $963,223.

    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 9,752 shares
    Change vs previous 13F -717 shares

    0.02% of the 13F portfolio, value $2,542,888.

    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 10,469 shares
    Change vs previous 13F +2,088 shares

    0.03% of the 13F portfolio, value $2,588,495.

    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 8,381 shares
    Change vs previous 13F -1,991 shares

    0.02% of the 13F portfolio, value $2,078,442.

    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 10,372 shares
    Change vs previous 13F +450 shares

    0.03% of the 13F portfolio, value $2,629,983.

    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 9,922 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,600,291.

    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).