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Disclosery

Integrated Wealth Concepts LLC: IWN position timeline

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

Integrated Wealth Concepts LLC held 21,117 IWN 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 21,117 shares
    Change vs previous 13F +2,541 shares

    0.03% of the 13F portfolio, value $4,671,179.

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

  2. period ended2026-03-31
    13F 18,576 shares
    Change vs previous 13F +11,637 shares

    0.03% of the 13F portfolio, value $3,521,888.

    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 6,939 shares
    Change vs previous 13F -2,237 shares

    0.01% of the 13F portfolio, value $1,257,375.

    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 9,176 shares
    Change vs previous 13F +236 shares

    0.01% of the 13F portfolio, value $1,622,346.

    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 8,940 shares
    Change vs previous 13F -840 shares

    0.01% of the 13F portfolio, value $1,410,388.

    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 9,780 shares
    Change vs previous 13F +1,514 shares

    0.02% of the 13F portfolio, value $1,476,591.

    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 8,266 shares
    Change vs previous 13F -6,285 shares

    0.02% of the 13F portfolio, value $1,357,013.

    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 14,551 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,427,325.

    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).