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Disclosery

Integrated Wealth Concepts LLC: JIRE position timeline

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

Integrated Wealth Concepts LLC held 295,486 JIRE 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 295,486 shares
    Change vs previous 13F -37,325 shares

    0.16% of the 13F portfolio, value $24,374,668.

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

  2. period ended2026-03-31
    13F 332,811 shares
    Change vs previous 13F +270,334 shares

    0.2% of the 13F portfolio, value $25,207,133.

    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 62,477 shares
    Change vs previous 13F -302,068 shares

    0.06% of the 13F portfolio, value $4,678,261.

    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 364,545 shares
    Change vs previous 13F +309,244 shares

    0.24% of the 13F portfolio, value $26,808,639.

    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 55,301 shares
    Change vs previous 13F +1,012 shares

    0.04% of the 13F portfolio, value $3,913,625.

    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 54,289 shares
    Change vs previous 13F -16,132 shares

    0.04% of the 13F portfolio, value $3,459,270.

    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 70,421 shares
    Change vs previous 13F +1,984 shares

    0.05% of the 13F portfolio, value $4,120,306.

    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 68,437 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $4,518,895.

    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).