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Disclosery

Integrated Wealth Concepts LLC: JNK position timeline

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

Integrated Wealth Concepts LLC held 85,430 JNK 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 85,430 shares
    Change vs previous 13F +29,531 shares

    0.05% of the 13F portfolio, value $8,232,850.

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

  2. period ended2026-03-31
    13F 55,899 shares
    Change vs previous 13F +13,971 shares

    0.04% of the 13F portfolio, value $5,350,689.

    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 41,928 shares
    Change vs previous 13F +1,524 shares

    0.05% of the 13F portfolio, value $4,075,828.

    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 40,404 shares
    Change vs previous 13F -1,683 shares

    0.04% of the 13F portfolio, value $3,959,145.

    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 42,087 shares
    Change vs previous 13F -5,809 shares

    0.04% of the 13F portfolio, value $4,093,791.

    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 47,896 shares
    Change vs previous 13F +11,119 shares

    0.05% of the 13F portfolio, value $4,564,497.

    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 36,777 shares
    Change vs previous 13F -858 shares

    0.04% of the 13F portfolio, value $3,511,113.

    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 37,635 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,680,387.

    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).