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Integrated Wealth Concepts LLC: IWF position timeline

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

Integrated Wealth Concepts LLC held 145,281 IWF 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 145,281 shares
    Change vs previous 13F +116,601 shares

    0.12% of the 13F portfolio, value $18,039,599.

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

  2. period ended2026-03-31
    13F 28,680 shares
    Change vs previous 13F +12,197 shares

    0.1% of the 13F portfolio, value $12,229,347.

    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 16,483 shares
    Change vs previous 13F -10,862 shares

    0.09% of the 13F portfolio, value $7,801,354.

    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 27,345 shares
    Change vs previous 13F -1,265 shares

    0.11% of the 13F portfolio, value $12,808,498.

    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 28,610 shares
    Change vs previous 13F -551 shares

    0.12% of the 13F portfolio, value $12,147,086.

    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 29,161 shares
    Change vs previous 13F -2,432 shares

    0.12% of the 13F portfolio, value $10,529,763.

    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 31,593 shares
    Change vs previous 13F +3,931 shares

    0.15% of the 13F portfolio, value $12,687,297.

    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 27,662 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $10,383,612.

    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).