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Disclosery

Integrated Wealth Concepts LLC: IWL position timeline

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

Integrated Wealth Concepts LLC held 89,126 IWL 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 89,126 shares
    Change vs previous 13F +48,118 shares

    0.11% of the 13F portfolio, value $16,483,818.

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

  2. period ended2026-03-31
    13F 41,008 shares
    Change vs previous 13F +2,899 shares

    0.05% of the 13F portfolio, value $6,580,908.

    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 38,109 shares
    Change vs previous 13F +446 shares

    0.08% of the 13F portfolio, value $6,502,503.

    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 37,663 shares
    Change vs previous 13F +1,197 shares

    0.06% of the 13F portfolio, value $6,255,882.

    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 36,466 shares
    Change vs previous 13F +32,902 shares

    0.06% of the 13F portfolio, value $5,583,734.

    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 3,564 shares
    Change vs previous 13F -5,289 shares

    0.01% of the 13F portfolio, value $489,762.

    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 8,853 shares
    Change vs previous 13F -3,068 shares

    0.01% of the 13F portfolio, value $1,281,164.

    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 11,921 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,674,222.

    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).