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Integrated Wealth Concepts LLC: IUSG position timeline

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

Integrated Wealth Concepts LLC held 132,670 IUSG 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 132,670 shares
    Change vs previous 13F +528 shares

    0.16% of the 13F portfolio, value $24,953,935.

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

  2. period ended2026-03-31
    13F 132,142 shares
    Change vs previous 13F +5,075 shares

    0.16% of the 13F portfolio, value $20,496,491.

    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 127,067 shares
    Change vs previous 13F -4,796 shares

    0.25% of the 13F portfolio, value $21,339,557.

    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 131,863 shares
    Change vs previous 13F +3,945 shares

    0.19% of the 13F portfolio, value $21,696,826.

    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 127,918 shares
    Change vs previous 13F +26,656 shares

    0.19% of the 13F portfolio, value $19,238,856.

    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 101,262 shares
    Change vs previous 13F -32,648 shares

    0.15% of the 13F portfolio, value $12,868,326.

    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 133,910 shares
    Change vs previous 13F -6,946 shares

    0.22% of the 13F portfolio, value $18,660,373.

    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 140,856 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $18,580,274.

    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).