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Integrated Wealth Concepts LLC: JPST position timeline

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

Integrated Wealth Concepts LLC held 1,168,286 JPST 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 1,168,286 shares
    Change vs previous 13F +37,846 shares

    0.39% of the 13F portfolio, value $59,080,217.

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

  2. period ended2026-03-31
    13F 1,130,440 shares
    Change vs previous 13F +578,739 shares

    0.46% of the 13F portfolio, value $57,211,554.

    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 551,701 shares
    Change vs previous 13F -349,590 shares

    0.33% of the 13F portfolio, value $27,910,539.

    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 901,291 shares
    Change vs previous 13F +358,787 shares

    0.41% of the 13F portfolio, value $45,722,509.

    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 542,504 shares
    Change vs previous 13F -5,548 shares

    0.28% of the 13F portfolio, value $27,494,085.

    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 548,052 shares
    Change vs previous 13F +59,587 shares

    0.32% of the 13F portfolio, value $27,747,893.

    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 488,465 shares
    Change vs previous 13F +172,145 shares

    0.29% of the 13F portfolio, value $24,603,992.

    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 316,320 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $16,050,079.

    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).