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Integrated Wealth Concepts LLC: JHMM position timeline

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

Integrated Wealth Concepts LLC held 210,222 JHMM 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 210,222 shares
    Change vs previous 13F +15,917 shares

    0.1% of the 13F portfolio, value $15,758,204.

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

  2. period ended2026-03-31
    13F 194,305 shares
    Change vs previous 13F +8,000 shares

    0.1% of the 13F portfolio, value $13,041,761.

    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 186,305 shares
    Change vs previous 13F -578 shares

    0.14% of the 13F portfolio, value $12,199,260.

    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 186,883 shares
    Change vs previous 13F -3,232 shares

    0.11% of the 13F portfolio, value $12,089,454.

    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 190,115 shares
    Change vs previous 13F +3,291 shares

    0.12% of the 13F portfolio, value $11,621,731.

    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 186,824 shares
    Change vs previous 13F +23,441 shares

    0.12% of the 13F portfolio, value $10,705,005.

    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 163,383 shares
    Change vs previous 13F +371 shares

    0.11% of the 13F portfolio, value $9,758,854.

    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 163,012 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $9,813,333.

    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).