Skip to content
Disclosery

Integrated Wealth Concepts LLC: IWB position timeline

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

Integrated Wealth Concepts LLC held 70,239 IWB 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 70,239 shares
    Change vs previous 13F +4,981 shares

    0.19% of the 13F portfolio, value $28,762,762.

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

  2. period ended2026-03-31
    13F 65,258 shares
    Change vs previous 13F +22,194 shares

    0.19% of the 13F portfolio, value $23,268,459.

    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 43,064 shares
    Change vs previous 13F -21,655 shares

    0.19% of the 13F portfolio, value $16,081,952.

    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 64,719 shares
    Change vs previous 13F -1,674 shares

    0.21% of the 13F portfolio, value $23,653,385.

    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 66,393 shares
    Change vs previous 13F -3,335 shares

    0.23% of the 13F portfolio, value $22,545,167.

    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 69,728 shares
    Change vs previous 13F +10,826 shares

    0.25% of the 13F portfolio, value $21,388,394.

    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 58,902 shares
    Change vs previous 13F +929 shares

    0.22% of the 13F portfolio, value $18,975,764.

    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 57,973 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $18,226,061.

    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).