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Integrated Wealth Concepts LLC: JMSI position timeline

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

Integrated Wealth Concepts LLC held 105,134 JMSI 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 105,134 shares
    Change vs previous 13F +17,520 shares

    0.03% of the 13F portfolio, value $5,302,967.

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

  2. period ended2026-03-31
    13F 87,614 shares
    Change vs previous 13F +2,396 shares

    0.03% of the 13F portfolio, value $4,358,795.

    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 85,218 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $4,293,291.

    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).