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Integrated Wealth Concepts LLC: JEPQ position timeline

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

Integrated Wealth Concepts LLC held 416,331 JEPQ 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 416,331 shares
    Change vs previous 13F +228,842 shares

    0.17% of the 13F portfolio, value $25,587,691.

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

  2. period ended2026-03-31
    13F 187,489 shares
    Change vs previous 13F +83,856 shares

    0.08% of the 13F portfolio, value $10,409,382.

    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 103,633 shares
    Change vs previous 13F -23,311 shares

    0.07% of the 13F portfolio, value $6,023,162.

    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 126,944 shares
    Change vs previous 13F +17,441 shares

    0.07% of the 13F portfolio, value $7,301,805.

    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 109,503 shares
    Change vs previous 13F -5,553 shares

    0.06% of the 13F portfolio, value $5,956,985.

    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 115,056 shares
    Change vs previous 13F +25,754 shares

    0.07% of the 13F portfolio, value $5,957,617.

    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 89,302 shares
    Change vs previous 13F +18,292 shares

    0.06% of the 13F portfolio, value $5,034,849.

    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 71,010 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,900,581.

    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).