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Integrated Wealth Concepts LLC: KHC position timeline

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

Integrated Wealth Concepts LLC held 49,867 KHC 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 49,867 shares
    Change vs previous 13F +9,350 shares

    0.01% of the 13F portfolio, value $1,177,865.

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

  2. period ended2026-03-31
    13F 40,517 shares
    Change vs previous 13F +25,088 shares

    0.01% of the 13F portfolio, value $911,237.

    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 15,429 shares
    Change vs previous 13F -8,080 shares

    <0.01% of the 13F portfolio, value $374,164.

    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 23,509 shares
    Change vs previous 13F -7,369 shares

    0.01% of the 13F portfolio, value $612,170.

    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 30,878 shares
    Change vs previous 13F +8,663 shares

    0.01% of the 13F portfolio, value $797,267.

    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 22,215 shares
    Change vs previous 13F -15,905 shares

    0.01% of the 13F portfolio, value $676,011.

    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 38,120 shares
    Change vs previous 13F -4,821 shares

    0.01% of the 13F portfolio, value $1,170,668.

    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 42,941 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,507,659.

    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).