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Integrated Wealth Concepts LLC: JAAA position timeline

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

Integrated Wealth Concepts LLC held 118,025 JAAA 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 118,025 shares
    Change vs previous 13F +27,507 shares

    0.04% of the 13F portfolio, value $5,959,058.

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

  2. period ended2026-03-31
    13F 90,518 shares
    Change vs previous 13F +14,152 shares

    0.04% of the 13F portfolio, value $4,559,406.

    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 76,366 shares
    Change vs previous 13F -50,558 shares

    0.05% of the 13F portfolio, value $3,862,568.

    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 126,924 shares
    Change vs previous 13F -153,756 shares

    0.06% of the 13F portfolio, value $6,445,210.

    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 280,680 shares
    Change vs previous 13F +13,392 shares

    0.14% of the 13F portfolio, value $14,244,565.

    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 267,288 shares
    Change vs previous 13F +155,569 shares

    0.16% of the 13F portfolio, value $13,554,165.

    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 111,719 shares
    Change vs previous 13F +17,994 shares

    0.07% of the 13F portfolio, value $5,665,291.

    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 93,725 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $4,768,726.

    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).