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Integrated Wealth Concepts LLC: IVE position timeline

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

Integrated Wealth Concepts LLC held 78,702 IVE 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 78,702 shares
    Change vs previous 13F +1,027 shares

    0.12% of the 13F portfolio, value $17,870,016.

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

  2. period ended2026-03-31
    13F 77,675 shares
    Change vs previous 13F +14,744 shares

    0.13% of the 13F portfolio, value $16,401,033.

    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 62,931 shares
    Change vs previous 13F -10,269 shares

    0.16% of the 13F portfolio, value $13,345,732.

    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 73,200 shares
    Change vs previous 13F -91,969 shares

    0.14% of the 13F portfolio, value $15,116,523.

    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 165,169 shares
    Change vs previous 13F +28,170 shares

    0.32% of the 13F portfolio, value $32,277,430.

    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 136,999 shares
    Change vs previous 13F +34,932 shares

    0.3% of the 13F portfolio, value $26,109,319.

    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 102,067 shares
    Change vs previous 13F -5,681 shares

    0.23% of the 13F portfolio, value $19,482,557.

    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 107,748 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $21,244,709.

    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).