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Disclosery

Integrated Wealth Concepts LLC: IYR position timeline

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

Integrated Wealth Concepts LLC held 10,580 IYR 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 10,580 shares
    Change vs previous 13F -2,057 shares

    0.01% of the 13F portfolio, value $1,081,802.

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

  2. period ended2026-03-31
    13F 12,637 shares
    Change vs previous 13F +7,866 shares

    0.01% of the 13F portfolio, value $1,194,912.

    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 4,771 shares
    Change vs previous 13F -1,349 shares

    0.01% of the 13F portfolio, value $447,950.

    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 6,120 shares
    Change vs previous 13F +459 shares

    0.01% of the 13F portfolio, value $594,172.

    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 5,661 shares
    Change vs previous 13F +56 shares

    0.01% of the 13F portfolio, value $536,467.

    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 5,605 shares
    Change vs previous 13F -49 shares

    0.01% of the 13F portfolio, value $536,654.

    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 5,654 shares
    Change vs previous 13F -1,074 shares

    0.01% of the 13F portfolio, value $526,165.

    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 6,728 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $685,350.

    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).