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Integrated Wealth Concepts LLC: IYH position timeline

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

Integrated Wealth Concepts LLC held 8,404 IYH 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 8,404 shares
    Change vs previous 13F -5,411 shares

    <0.01% of the 13F portfolio, value $563,138.

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

  2. period ended2026-03-31
    13F 13,815 shares
    Change vs previous 13F +4,463 shares

    0.01% of the 13F portfolio, value $851,566.

    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 9,352 shares
    Change vs previous 13F -4,335 shares

    0.01% of the 13F portfolio, value $608,815.

    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 13,687 shares
    Change vs previous 13F -1,244 shares

    0.01% of the 13F portfolio, value $803,707.

    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 14,931 shares
    Change vs previous 13F -1,461 shares

    0.01% of the 13F portfolio, value $843,311.

    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 16,392 shares
    Change vs previous 13F -8 shares

    0.01% of the 13F portfolio, value $998,112.

    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 16,400 shares
    Change vs previous 13F -27,421 shares

    0.01% of the 13F portfolio, value $955,627.

    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 43,821 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,848,377.

    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).