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Integrated Wealth Concepts LLC: JUCY position timeline

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

Integrated Wealth Concepts LLC held 741,029 JUCY 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 741,029 shares
    Change vs previous 13F -4,167 shares

    0.11% of the 13F portfolio, value $16,287,816.

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

  2. period ended2026-03-31
    13F 745,196 shares
    Change vs previous 13F +299,099 shares

    0.13% of the 13F portfolio, value $16,506,096.

    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 446,097 shares
    Change vs previous 13F -249,846 shares

    0.12% of the 13F portfolio, value $9,903,353.

    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 695,943 shares
    Change vs previous 13F -5,023 shares

    0.14% of the 13F portfolio, value $15,509,093.

    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 700,966 shares
    Change vs previous 13F -450,626 shares

    0.16% of the 13F portfolio, value $15,582,485.

    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 1,151,592 shares
    Change vs previous 13F -103,286 shares

    0.31% of the 13F portfolio, value $26,290,857.

    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 1,254,878 shares
    Change vs previous 13F -191,739 shares

    0.33% of the 13F portfolio, value $28,573,589.

    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 1,446,617 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $33,575,983.

    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).