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Integrated Wealth Concepts LLC: JAVA position timeline

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

Integrated Wealth Concepts LLC held 237,042 JAVA 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 237,042 shares
    Change vs previous 13F -26,302 shares

    0.12% of the 13F portfolio, value $18,823,542.

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

  2. period ended2026-03-31
    13F 263,344 shares
    Change vs previous 13F +259,054 shares

    0.15% of the 13F portfolio, value $18,894,966.

    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 4,290 shares
    Change vs previous 13F -251,549 shares

    <0.01% of the 13F portfolio, value $307,679.

    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 255,839 shares
    Change vs previous 13F +248,953 shares

    0.16% of the 13F portfolio, value $17,642,671.

    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 6,886 shares
    Change vs previous 13F -94,468 shares

    <0.01% of the 13F portfolio, value $451,045.

    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 101,354 shares
    Change vs previous 13F -496 shares

    0.08% of the 13F portfolio, value $6,440,025.

    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 101,850 shares
    Change vs previous 13F +231 shares

    0.07% of the 13F portfolio, value $6,447,077.

    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 101,619 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $6,510,720.

    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).