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Integrated Wealth Concepts LLC: IVV position timeline

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

Integrated Wealth Concepts LLC held 396,510 IVV 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 396,510 shares
    Change vs previous 13F +38,893 shares

    1.94% of the 13F portfolio, value $296,942,144.

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

  2. period ended2026-03-31
    13F 357,617 shares
    Change vs previous 13F +90,196 shares

    1.86% of the 13F portfolio, value $233,599,225.

    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 267,421 shares
    Change vs previous 13F -37,856 shares

    2.18% of the 13F portfolio, value $183,167,570.

    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 305,277 shares
    Change vs previous 13F -9,042 shares

    1.83% of the 13F portfolio, value $204,321,605.

    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 314,319 shares
    Change vs previous 13F -32,511 shares

    1.96% of the 13F portfolio, value $195,160,421.

    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 346,830 shares
    Change vs previous 13F -15,963 shares

    2.27% of the 13F portfolio, value $194,883,600.

    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 362,793 shares
    Change vs previous 13F +323 shares

    2.48% of the 13F portfolio, value $213,569,055.

    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 362,470 shares
    Change vs previous 13F not available

    2.55% of the 13F portfolio, value $209,079,894.

    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).