Integrated Wealth Concepts LLC: JETS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Integrated Wealth Concepts LLC on JETS, newest first. How the timeline and the estimate are built.
Integrated Wealth Concepts LLC held 41,216 JETS shares at 2026-06-30 per its 13F-HR/A filed 2026-09-09.
the latest 13F is the newest step
- period ended2026-06-3013F/A 41,216 sharesChange vs previous 13F -482 shares
0.01% of the 13F portfolio, value $1,369,202.
13F-HR/A 0001737109-26-000007 filed by Integrated Wealth Concepts LLC
Accepted , ingested - period ended2026-03-3113F 41,698 sharesChange vs previous 13F +30,533 shares
0.01% of the 13F portfolio, value $1,027,027.
13F-HR 0001737109-26-000002 filed by Integrated Wealth Concepts LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 11,165 sharesChange vs previous 13F -48,140 shares
<0.01% of the 13F portfolio, value $313,393.
13F-HR 0001737109-26-000001 filed by Integrated Wealth Concepts LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 59,305 sharesChange vs previous 13F -1,548 shares
0.01% of the 13F portfolio, value $1,461,872.
13F-HR 0001737109-25-000007 filed by Integrated Wealth Concepts LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 60,853 sharesChange vs previous 13F +627 shares
0.01% of the 13F portfolio, value $1,397,799.
13F-HR 0001737109-25-000006 filed by Integrated Wealth Concepts LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 60,226 sharesChange vs previous 13F -7,473 shares
0.01% of the 13F portfolio, value $1,250,898.
13F-HR 0001737109-25-000004 filed by Integrated Wealth Concepts LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 67,699 sharesChange vs previous 13F -5,532 shares
0.02% of the 13F portfolio, value $1,716,183.
13F-HR 0001737109-25-000002 filed by Integrated Wealth Concepts LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 73,231 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $1,517,353.
13F-HR 0001737109-24-000006 filed by Integrated Wealth Concepts LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).