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Disclosery

Integrated Wealth Concepts LLC: IUSB position timeline

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

Integrated Wealth Concepts LLC held 1,475,152 IUSB 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 1,475,152 shares
    Change vs previous 13F +167,336 shares

    0.45% of the 13F portfolio, value $68,078,304.

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

  2. period ended2026-03-31
    13F 1,307,816 shares
    Change vs previous 13F +178,762 shares

    0.48% of the 13F portfolio, value $60,408,021.

    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 1,129,054 shares
    Change vs previous 13F -483,444 shares

    0.62% of the 13F portfolio, value $52,546,210.

    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 1,612,498 shares
    Change vs previous 13F +53,285 shares

    0.67% of the 13F portfolio, value $75,319,776.

    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 1,559,213 shares
    Change vs previous 13F +133,304 shares

    0.72% of the 13F portfolio, value $72,082,445.

    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 1,425,909 shares
    Change vs previous 13F -148,445 shares

    0.77% of the 13F portfolio, value $65,705,880.

    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 1,574,354 shares
    Change vs previous 13F +240,878 shares

    0.83% of the 13F portfolio, value $71,160,787.

    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 1,333,476 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $62,833,377.

    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).