Skip to content
Disclosery

Integrated Wealth Concepts LLC: JHG position timeline

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

Integrated Wealth Concepts LLC held 18,832 JHG 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 18,832 shares
    Change vs previous 13F -725 shares

    0.01% of the 13F portfolio, value $978,303.

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

  2. period ended2026-03-31
    13F 19,557 shares
    Change vs previous 13F +3,010 shares

    0.01% of the 13F portfolio, value $1,004,625.

    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 16,547 shares
    Change vs previous 13F -2,428 shares

    0.01% of the 13F portfolio, value $787,122.

    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 18,975 shares
    Change vs previous 13F +2,670 shares

    0.01% of the 13F portfolio, value $844,560.

    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 16,305 shares
    Change vs previous 13F +6,015 shares

    0.01% of the 13F portfolio, value $633,268.

    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 10,290 shares
    Change vs previous 13F -13,546 shares

    <0.01% of the 13F portfolio, value $371,996.

    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 23,836 shares
    Change vs previous 13F -80,480 shares

    0.01% of the 13F portfolio, value $1,013,752.

    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 104,316 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,971,327.

    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).