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Integrated Wealth Concepts LLC: IXUS position timeline

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

Integrated Wealth Concepts LLC held 311,599 IXUS 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 311,599 shares
    Change vs previous 13F +44,578 shares

    0.19% of the 13F portfolio, value $29,739,025.

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

  2. period ended2026-03-31
    13F 267,021 shares
    Change vs previous 13F +24,767 shares

    0.18% of the 13F portfolio, value $23,134,729.

    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 242,254 shares
    Change vs previous 13F +10,396 shares

    0.24% of the 13F portfolio, value $20,504,356.

    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 231,858 shares
    Change vs previous 13F +3,316 shares

    0.17% of the 13F portfolio, value $19,146,857.

    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 228,542 shares
    Change vs previous 13F -909 shares

    0.18% of the 13F portfolio, value $17,668,576.

    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 229,451 shares
    Change vs previous 13F +33,874 shares

    0.19% of the 13F portfolio, value $16,017,990.

    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 195,577 shares
    Change vs previous 13F +29,540 shares

    0.15% of the 13F portfolio, value $12,935,493.

    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 166,037 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $12,059,264.

    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).