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Integrated Wealth Concepts LLC: KMB position timeline

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

Integrated Wealth Concepts LLC held 78,956 KMB 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 78,956 shares
    Change vs previous 13F +55,084 shares

    0.06% of the 13F portfolio, value $8,667,028.

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

  2. period ended2026-03-31
    13F 23,872 shares
    Change vs previous 13F +17,344 shares

    0.02% of the 13F portfolio, value $2,302,922.

    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 6,528 shares
    Change vs previous 13F -5,274 shares

    0.01% of the 13F portfolio, value $658,596.

    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 11,802 shares
    Change vs previous 13F -6,629 shares

    0.01% of the 13F portfolio, value $1,467,475.

    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 18,431 shares
    Change vs previous 13F -4,049 shares

    0.02% of the 13F portfolio, value $2,376,188.

    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 22,480 shares
    Change vs previous 13F -3,584 shares

    0.04% of the 13F portfolio, value $3,197,165.

    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 26,064 shares
    Change vs previous 13F +102 shares

    0.04% of the 13F portfolio, value $3,415,413.

    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 25,962 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,693,835.

    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).