Skip to content
Disclosery

Integrated Wealth Concepts LLC: IXJ position timeline

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

Integrated Wealth Concepts LLC held 5,624 IXJ 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 5,624 shares
    Change vs previous 13F +91 shares

    <0.01% of the 13F portfolio, value $553,255.

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

  2. period ended2026-03-31
    13F 5,533 shares
    Change vs previous 13F -338 shares

    <0.01% of the 13F portfolio, value $517,586.

    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 5,871 shares
    Change vs previous 13F +99 shares

    0.01% of the 13F portfolio, value $571,834.

    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 5,772 shares
    Change vs previous 13F +1,422 shares

    <0.01% of the 13F portfolio, value $511,504.

    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 4,350 shares
    Change vs previous 13F -1,883 shares

    <0.01% of the 13F portfolio, value $374,458.

    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 6,233 shares
    Change vs previous 13F -3,261 shares

    0.01% of the 13F portfolio, value $568,406.

    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 9,494 shares
    Change vs previous 13F -7,280 shares

    0.01% of the 13F portfolio, value $816,156.

    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 16,774 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,646,489.

    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).