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Integrated Wealth Concepts LLC: IYW position timeline

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

Integrated Wealth Concepts LLC held 95,969 IYW 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 95,969 shares
    Change vs previous 13F -11,422 shares

    0.16% of the 13F portfolio, value $24,206,330.

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

  2. period ended2026-03-31
    13F 107,391 shares
    Change vs previous 13F +7,436 shares

    0.16% of the 13F portfolio, value $19,482,904.

    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 99,955 shares
    Change vs previous 13F -10,819 shares

    0.24% of the 13F portfolio, value $19,959,080.

    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 110,774 shares
    Change vs previous 13F -39,747 shares

    0.19% of the 13F portfolio, value $21,696,118.

    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 150,521 shares
    Change vs previous 13F +29,525 shares

    0.26% of the 13F portfolio, value $26,080,819.

    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 120,996 shares
    Change vs previous 13F +4,480 shares

    0.2% of the 13F portfolio, value $16,992,633.

    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 116,516 shares
    Change vs previous 13F -51,464 shares

    0.22% of the 13F portfolio, value $18,586,570.

    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 167,980 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $25,469,068.

    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).