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Integrated Wealth Concepts LLC: IVLU position timeline

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

Integrated Wealth Concepts LLC held 419,033 IVLU 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 419,033 shares
    Change vs previous 13F +4,441 shares

    0.11% of the 13F portfolio, value $17,523,942.

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

  2. period ended2026-03-31
    13F 414,592 shares
    Change vs previous 13F +17,366 shares

    0.13% of the 13F portfolio, value $16,451,026.

    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 397,226 shares
    Change vs previous 13F -11,618 shares

    0.18% of the 13F portfolio, value $15,114,437.

    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 408,844 shares
    Change vs previous 13F -5,166 shares

    0.13% of the 13F portfolio, value $14,505,779.

    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 414,010 shares
    Change vs previous 13F -12,281 shares

    0.14% of the 13F portfolio, value $13,616,774.

    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 426,291 shares
    Change vs previous 13F -11,524 shares

    0.15% of the 13F portfolio, value $12,920,880.

    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 437,815 shares
    Change vs previous 13F +1,370 shares

    0.14% of the 13F portfolio, value $11,869,165.

    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 436,445 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $12,888,221.

    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).