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Disclosery

Integrated Wealth Concepts LLC: IXC position timeline

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

Integrated Wealth Concepts LLC held 24,730 IXC 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 24,730 shares
    Change vs previous 13F +1,440 shares

    0.01% of the 13F portfolio, value $1,215,006.

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

  2. period ended2026-03-31
    13F 23,290 shares
    Change vs previous 13F -2,942 shares

    0.01% of the 13F portfolio, value $1,341,723.

    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 26,232 shares
    Change vs previous 13F -3,172 shares

    0.01% of the 13F portfolio, value $1,099,901.

    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 29,404 shares
    Change vs previous 13F -665 shares

    0.01% of the 13F portfolio, value $1,227,611.

    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 30,069 shares
    Change vs previous 13F -1,674 shares

    0.01% of the 13F portfolio, value $1,181,426.

    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 31,743 shares
    Change vs previous 13F -20,542 shares

    0.02% of the 13F portfolio, value $1,335,416.

    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 52,285 shares
    Change vs previous 13F -23,248 shares

    0.02% of the 13F portfolio, value $1,996,227.

    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 75,533 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,057,596.

    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).