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Integrated Wealth Concepts LLC: IVW position timeline

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

Integrated Wealth Concepts LLC held 262,511 IVW 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 262,511 shares
    Change vs previous 13F +12,541 shares

    0.24% of the 13F portfolio, value $36,103,138.

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

  2. period ended2026-03-31
    13F 249,970 shares
    Change vs previous 13F +59,109 shares

    0.23% of the 13F portfolio, value $28,274,129.

    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 190,861 shares
    Change vs previous 13F -66,022 shares

    0.28% of the 13F portfolio, value $23,525,471.

    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 256,883 shares
    Change vs previous 13F -258,380 shares

    0.28% of the 13F portfolio, value $31,010,917.

    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 515,263 shares
    Change vs previous 13F -10,163 shares

    0.57% of the 13F portfolio, value $56,730,439.

    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 525,426 shares
    Change vs previous 13F -48,258 shares

    0.57% of the 13F portfolio, value $48,775,274.

    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 573,684 shares
    Change vs previous 13F -11,341 shares

    0.68% of the 13F portfolio, value $58,246,156.

    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 585,025 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $56,016,247.

    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).