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Disclosery

Integrated Wealth Concepts LLC: JPC position timeline

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

Integrated Wealth Concepts LLC held 18,042 JPC 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 18,042 shares
    Change vs previous 13F +4,432 shares

    <0.01% of the 13F portfolio, value $142,169.

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

  2. period ended2026-03-31
    13F 13,610 shares
    Change vs previous 13F -83,822 shares

    <0.01% of the 13F portfolio, value $102,620.

    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 97,432 shares
    Change vs previous 13F +54,325 shares

    0.01% of the 13F portfolio, value $790,169.

    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 43,107 shares
    Change vs previous 13F +31,960 shares

    <0.01% of the 13F portfolio, value $353,473.

    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 11,147 shares
    Change vs previous 13F -1,382 shares

    <0.01% of the 13F portfolio, value $89,399.

    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 12,529 shares
    Change vs previous 13F -12,000 shares

    <0.01% of the 13F portfolio, value $99,731.

    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 24,529 shares
    Change vs previous 13F +10,400 shares

    <0.01% of the 13F portfolio, value $192,798.

    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 14,129 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $114,021.

    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).