Skip to content
Disclosery

Integrated Wealth Concepts LLC: IWP position timeline

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

Integrated Wealth Concepts LLC held 13,442 IWP 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 13,442 shares
    Change vs previous 13F +2,058 shares

    0.01% of the 13F portfolio, value $1,967,998.

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

  2. period ended2026-03-31
    13F 11,384 shares
    Change vs previous 13F +1,195 shares

    0.01% of the 13F portfolio, value $1,458,544.

    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 10,189 shares
    Change vs previous 13F -9,875 shares

    0.02% of the 13F portfolio, value $1,395,251.

    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 20,064 shares
    Change vs previous 13F +8,341 shares

    0.03% of the 13F portfolio, value $2,857,349.

    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 11,723 shares
    Change vs previous 13F -11,800 shares

    0.02% of the 13F portfolio, value $1,625,792.

    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 23,523 shares
    Change vs previous 13F -1,394 shares

    0.03% of the 13F portfolio, value $2,763,747.

    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 24,917 shares
    Change vs previous 13F +13,678 shares

    0.04% of the 13F portfolio, value $3,158,263.

    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 11,239 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,318,202.

    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).