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Integrated Wealth Concepts LLC: KGC position timeline

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

Integrated Wealth Concepts LLC held 192,984 KGC 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 192,984 shares
    Change vs previous 13F -895 shares

    0.03% of the 13F portfolio, value $4,558,273.

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

  2. period ended2026-03-31
    13F 193,879 shares
    Change vs previous 13F +145,437 shares

    0.05% of the 13F portfolio, value $5,917,191.

    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 48,442 shares
    Change vs previous 13F -144,738 shares

    0.02% of the 13F portfolio, value $1,364,121.

    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 193,180 shares
    Change vs previous 13F -1,858 shares

    0.04% of the 13F portfolio, value $4,800,519.

    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 195,038 shares
    Change vs previous 13F -961 shares

    0.03% of the 13F portfolio, value $3,048,446.

    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 195,999 shares
    Change vs previous 13F -19,216 shares

    0.03% of the 13F portfolio, value $2,471,552.

    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 215,215 shares
    Change vs previous 13F +26,952 shares

    0.02% of the 13F portfolio, value $1,995,045.

    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 188,263 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,762,141.

    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).