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Disclosery

Integrated Wealth Concepts LLC: JVAL position timeline

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

Integrated Wealth Concepts LLC held 36,921 JVAL 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 36,921 shares
    Change vs previous 13F -280 shares

    0.01% of the 13F portfolio, value $2,165,051.

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

  2. period ended2026-03-31
    13F 37,201 shares
    Change vs previous 13F +7,051 shares

    0.01% of the 13F portfolio, value $1,817,638.

    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 30,150 shares
    Change vs previous 13F -1,184 shares

    0.02% of the 13F portfolio, value $1,479,760.

    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 31,334 shares
    Change vs previous 13F -44,900 shares

    0.01% of the 13F portfolio, value $1,488,346.

    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 76,234 shares
    Change vs previous 13F -18,292 shares

    0.03% of the 13F portfolio, value $3,371,827.

    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 94,526 shares
    Change vs previous 13F -12,363 shares

    0.05% of the 13F portfolio, value $3,915,276.

    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 106,889 shares
    Change vs previous 13F -19,136 shares

    0.05% of the 13F portfolio, value $4,617,588.

    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 126,025 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $5,490,881.

    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).