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Integrated Wealth Concepts LLC: KMX position timeline

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

Integrated Wealth Concepts LLC held 27,344 KMX 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 27,344 shares
    Change vs previous 13F -7,521 shares

    0.01% of the 13F portfolio, value $1,446,224.

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

  2. period ended2026-03-31
    13F 34,865 shares
    Change vs previous 13F +22,298 shares

    0.01% of the 13F portfolio, value $1,449,686.

    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 12,567 shares
    Change vs previous 13F +1,209 shares

    0.01% of the 13F portfolio, value $485,589.

    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 11,358 shares
    Change vs previous 13F -5,375 shares

    <0.01% of the 13F portfolio, value $509,633.

    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 16,733 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,124,624.

    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).