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Integrated Wealth Concepts LLC: JPEM position timeline

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

Integrated Wealth Concepts LLC held 10,824 JPEM 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 10,824 shares
    Change vs previous 13F -22,321 shares

    <0.01% of the 13F portfolio, value $679,510.

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

  2. period ended2026-03-31
    13F 33,145 shares
    Change vs previous 13F +21,643 shares

    0.02% of the 13F portfolio, value $2,059,156.

    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 11,502 shares
    Change vs previous 13F -19,040 shares

    0.01% of the 13F portfolio, value $698,532.

    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 30,542 shares
    Change vs previous 13F -775 shares

    0.02% of the 13F portfolio, value $1,801,825.

    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 31,317 shares
    Change vs previous 13F +1,623 shares

    0.02% of the 13F portfolio, value $1,766,656.

    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 29,694 shares
    Change vs previous 13F +1,806 shares

    0.02% of the 13F portfolio, value $1,565,467.

    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 27,888 shares
    Change vs previous 13F +1,061 shares

    0.02% of the 13F portfolio, value $1,446,928.

    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 26,827 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,519,179.

    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).