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Integrated Wealth Concepts LLC: IXP position timeline

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

Integrated Wealth Concepts LLC held 16,869 IXP 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 16,869 shares
    Change vs previous 13F +1,101 shares

    0.01% of the 13F portfolio, value $1,903,626.

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

  2. period ended2026-03-31
    13F 15,768 shares
    Change vs previous 13F +712 shares

    0.01% of the 13F portfolio, value $1,811,105.

    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 15,056 shares
    Change vs previous 13F -90 shares

    0.02% of the 13F portfolio, value $1,825,081.

    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 15,146 shares
    Change vs previous 13F -506 shares

    0.02% of the 13F portfolio, value $1,871,892.

    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 15,652 shares
    Change vs previous 13F +495 shares

    0.02% of the 13F portfolio, value $1,758,031.

    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 15,157 shares
    Change vs previous 13F +656 shares

    0.02% of the 13F portfolio, value $1,470,501.

    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 14,501 shares
    Change vs previous 13F +75 shares

    0.02% of the 13F portfolio, value $1,401,771.

    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 14,426 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,357,881.

    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).