Skip to content
Disclosery

Integrated Wealth Concepts LLC: JMUB position timeline

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

Integrated Wealth Concepts LLC held 1,035,056 JMUB 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 1,035,056 shares
    Change vs previous 13F +30,819 shares

    0.34% of the 13F portfolio, value $52,430,750.

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

  2. period ended2026-03-31
    13F 1,004,237 shares
    Change vs previous 13F +386,302 shares

    0.4% of the 13F portfolio, value $50,201,835.

    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 617,935 shares
    Change vs previous 13F -66,150 shares

    0.37% of the 13F portfolio, value $31,205,802.

    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 684,085 shares
    Change vs previous 13F +349,930 shares

    0.31% of the 13F portfolio, value $34,525,759.

    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 334,155 shares
    Change vs previous 13F -14,305 shares

    0.17% of the 13F portfolio, value $16,587,445.

    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 348,460 shares
    Change vs previous 13F +48,645 shares

    0.2% of the 13F portfolio, value $17,423,002.

    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 299,815 shares
    Change vs previous 13F +11,891 shares

    0.17% of the 13F portfolio, value $15,035,715.

    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 287,924 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $14,761,887.

    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).