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Integrated Wealth Concepts LLC: JGRO position timeline

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

Integrated Wealth Concepts LLC held 688,667 JGRO 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 688,667 shares
    Change vs previous 13F +330,674 shares

    0.44% of the 13F portfolio, value $67,895,685.

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

  2. period ended2026-03-31
    13F 357,993 shares
    Change vs previous 13F +242,893 shares

    0.24% of the 13F portfolio, value $30,257,592.

    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 115,100 shares
    Change vs previous 13F -169,301 shares

    0.13% of the 13F portfolio, value $10,681,307.

    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 284,401 shares
    Change vs previous 13F +170,010 shares

    0.24% of the 13F portfolio, value $26,662,597.

    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 114,391 shares
    Change vs previous 13F +12,462 shares

    0.1% of the 13F portfolio, value $9,845,650.

    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 101,929 shares
    Change vs previous 13F +13,409 shares

    0.09% of the 13F portfolio, value $7,521,383.

    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 88,520 shares
    Change vs previous 13F +12,215 shares

    0.08% of the 13F portfolio, value $7,172,767.

    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 76,305 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $5,866,318.

    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).