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Disclosery

Integrated Wealth Concepts LLC: IWD position timeline

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

Integrated Wealth Concepts LLC held 69,220 IWD 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 69,220 shares
    Change vs previous 13F +11,223 shares

    0.11% of the 13F portfolio, value $16,781,084.

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

  2. period ended2026-03-31
    13F 57,997 shares
    Change vs previous 13F +12,775 shares

    0.1% of the 13F portfolio, value $12,392,265.

    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 45,222 shares
    Change vs previous 13F -17,194 shares

    0.11% of the 13F portfolio, value $9,512,082.

    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 62,416 shares
    Change vs previous 13F +5,069 shares

    0.11% of the 13F portfolio, value $12,707,230.

    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 57,347 shares
    Change vs previous 13F +9,028 shares

    0.11% of the 13F portfolio, value $11,138,421.

    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 48,319 shares
    Change vs previous 13F -3,185 shares

    0.11% of the 13F portfolio, value $9,091,644.

    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 51,504 shares
    Change vs previous 13F +8,124 shares

    0.11% of the 13F portfolio, value $9,534,905.

    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 43,380 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $8,233,598.

    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).