Skip to content
Disclosery

Integrated Wealth Concepts LLC: IUSV position timeline

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

Integrated Wealth Concepts LLC held 105,349 IUSV 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 105,349 shares
    Change vs previous 13F -1,042 shares

    0.08% of the 13F portfolio, value $11,604,206.

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

  2. period ended2026-03-31
    13F 106,391 shares
    Change vs previous 13F +2,735 shares

    0.09% of the 13F portfolio, value $10,878,580.

    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 103,656 shares
    Change vs previous 13F -2,429 shares

    0.13% of the 13F portfolio, value $10,628,909.

    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 106,085 shares
    Change vs previous 13F -1,316 shares

    0.09% of the 13F portfolio, value $10,603,231.

    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 107,401 shares
    Change vs previous 13F +150 shares

    0.1% of the 13F portfolio, value $10,163,333.

    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 107,251 shares
    Change vs previous 13F -3,360 shares

    0.12% of the 13F portfolio, value $9,898,221.

    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 110,611 shares
    Change vs previous 13F -466 shares

    0.12% of the 13F portfolio, value $10,241,483.

    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 111,077 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $10,606,773.

    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).