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Integrated Wealth Concepts LLC: IXN position timeline

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

Integrated Wealth Concepts LLC held 107,571 IXN 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 107,571 shares
    Change vs previous 13F -534 shares

    0.1% of the 13F portfolio, value $15,541,791.

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

  2. period ended2026-03-31
    13F 108,105 shares
    Change vs previous 13F -7,893 shares

    0.09% of the 13F portfolio, value $10,807,269.

    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 115,998 shares
    Change vs previous 13F +201 shares

    0.14% of the 13F portfolio, value $12,179,799.

    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 115,797 shares
    Change vs previous 13F -2,153 shares

    0.11% of the 13F portfolio, value $11,951,458.

    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 117,950 shares
    Change vs previous 13F +313 shares

    0.11% of the 13F portfolio, value $10,891,472.

    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 117,637 shares
    Change vs previous 13F +388 shares

    0.1% of the 13F portfolio, value $8,909,841.

    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 117,249 shares
    Change vs previous 13F -252 shares

    0.12% of the 13F portfolio, value $9,936,853.

    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 117,501 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $9,697,370.

    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).