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Disclosery

Integrated Wealth Concepts LLC: IWS position timeline

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

Integrated Wealth Concepts LLC held 28,947 IWS 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 28,947 shares
    Change vs previous 13F +4,898 shares

    0.03% of the 13F portfolio, value $4,764,752.

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

  2. period ended2026-03-31
    13F 24,049 shares
    Change vs previous 13F +16,699 shares

    0.03% of the 13F portfolio, value $3,504,874.

    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 7,350 shares
    Change vs previous 13F -3,687 shares

    0.01% of the 13F portfolio, value $1,036,699.

    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 11,037 shares
    Change vs previous 13F -498 shares

    0.01% of the 13F portfolio, value $1,541,598.

    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 11,535 shares
    Change vs previous 13F -534 shares

    0.02% of the 13F portfolio, value $1,524,278.

    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 12,069 shares
    Change vs previous 13F -301 shares

    0.02% of the 13F portfolio, value $1,520,385.

    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 12,370 shares
    Change vs previous 13F +4,762 shares

    0.02% of the 13F portfolio, value $1,599,951.

    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 7,608 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,006,133.

    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).