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Integrated Wealth Concepts LLC: IWM position timeline

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

Integrated Wealth Concepts LLC held 50,226 IWM 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 50,226 shares
    Change vs previous 13F -21,085 shares

    0.1% of the 13F portfolio, value $15,090,355.

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

  2. period ended2026-03-31
    13F 71,311 shares
    Change vs previous 13F +19,287 shares

    0.14% of the 13F portfolio, value $17,685,144.

    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 52,024 shares
    Change vs previous 13F -9,932 shares

    0.15% of the 13F portfolio, value $12,806,243.

    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 61,956 shares
    Change vs previous 13F -781 shares

    0.13% of the 13F portfolio, value $14,990,788.

    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 62,737 shares
    Change vs previous 13F -8,182 shares

    0.14% of the 13F portfolio, value $13,537,933.

    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 70,919 shares
    Change vs previous 13F -4,084 shares

    0.16% of the 13F portfolio, value $14,147,583.

    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 75,003 shares
    Change vs previous 13F +5,059 shares

    0.19% of the 13F portfolio, value $16,572,585.

    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 69,944 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $15,449,859.

    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).