Skip to content
Disclosery

Integrated Wealth Concepts LLC: JHMD position timeline

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

Integrated Wealth Concepts LLC held 39,196 JHMD 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 39,196 shares
    Change vs previous 13F +8,400 shares

    0.01% of the 13F portfolio, value $1,740,669.

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

  2. period ended2026-03-31
    13F 30,796 shares
    Change vs previous 13F -1,183 shares

    0.01% of the 13F portfolio, value $1,304,857.

    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 31,979 shares
    Change vs previous 13F +498 shares

    0.02% of the 13F portfolio, value $1,328,093.

    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 31,481 shares
    Change vs previous 13F -839 shares

    0.01% of the 13F portfolio, value $1,258,624.

    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 32,320 shares
    Change vs previous 13F -6,875 shares

    0.01% of the 13F portfolio, value $1,236,862.

    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 39,195 shares
    Change vs previous 13F -3,372 shares

    0.02% of the 13F portfolio, value $1,369,859.

    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 42,567 shares
    Change vs previous 13F +594 shares

    0.02% of the 13F portfolio, value $1,365,138.

    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 41,973 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,484,168.

    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).