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Disclosery

Integrated Wealth Concepts LLC: IWV position timeline

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

Integrated Wealth Concepts LLC held 8,662 IWV 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 8,662 shares
    Change vs previous 13F -5 shares

    0.02% of the 13F portfolio, value $3,693,268.

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

  2. period ended2026-03-31
    13F 8,667 shares
    Change vs previous 13F +4,439 shares

    0.03% of the 13F portfolio, value $3,212,582.

    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 4,228 shares
    Change vs previous 13F -470 shares

    0.02% of the 13F portfolio, value $1,635,626.

    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 4,698 shares
    Change vs previous 13F +148 shares

    0.02% of the 13F portfolio, value $1,780,323.

    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 4,550 shares
    Change vs previous 13F -9 shares

    0.02% of the 13F portfolio, value $1,597,194.

    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 4,559 shares
    Change vs previous 13F -921 shares

    0.02% of the 13F portfolio, value $1,448,014.

    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 5,480 shares
    Change vs previous 13F +439 shares

    0.02% of the 13F portfolio, value $1,831,824.

    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 5,041 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,647,089.

    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).