Skip to content
Disclosery

Integrated Wealth Concepts LLC: JGLO position timeline

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

Integrated Wealth Concepts LLC held 113,259 JGLO 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 113,259 shares
    Change vs previous 13F -90,290 shares

    0.05% of the 13F portfolio, value $8,066,292.

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

  2. period ended2026-03-31
    13F 203,549 shares
    Change vs previous 13F +192,453 shares

    0.11% of the 13F portfolio, value $13,285,632.

    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 11,096 shares
    Change vs previous 13F -185,093 shares

    0.01% of the 13F portfolio, value $750,868.

    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 196,189 shares
    Change vs previous 13F +178,375 shares

    0.12% of the 13F portfolio, value $13,295,733.

    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 17,814 shares
    Change vs previous 13F +1,131 shares

    0.01% of the 13F portfolio, value $1,146,152.

    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 16,683 shares
    Change vs previous 13F -503 shares

    0.01% of the 13F portfolio, value $983,296.

    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 17,186 shares
    Change vs previous 13F -1,628 shares

    0.01% of the 13F portfolio, value $1,031,848.

    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 18,814 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,179,073.

    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).