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Integrated Wealth Concepts LLC: IWX position timeline

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

Integrated Wealth Concepts LLC held 55,107 IWX 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 55,107 shares
    Change vs previous 13F +2,557 shares

    0.04% of the 13F portfolio, value $5,795,057.

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

  2. period ended2026-03-31
    13F 52,550 shares
    Change vs previous 13F +2,007 shares

    0.04% of the 13F portfolio, value $4,869,768.

    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 50,543 shares
    Change vs previous 13F +17,826 shares

    0.06% of the 13F portfolio, value $4,642,869.

    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 32,717 shares
    Change vs previous 13F +1,213 shares

    0.03% of the 13F portfolio, value $2,875,149.

    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 31,504 shares
    Change vs previous 13F -10,452 shares

    0.03% of the 13F portfolio, value $2,652,339.

    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 41,956 shares
    Change vs previous 13F +1,514 shares

    0.04% of the 13F portfolio, value $3,447,921.

    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 40,442 shares
    Change vs previous 13F -1,527 shares

    0.04% of the 13F portfolio, value $3,196,119.

    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 41,969 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,410,786.

    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).