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Integrated Wealth Concepts LLC: KNG position timeline

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

Integrated Wealth Concepts LLC held 134,177 KNG 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 134,177 shares
    Change vs previous 13F -10,148 shares

    0.04% of the 13F portfolio, value $6,775,916.

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

  2. period ended2026-03-31
    13F 144,325 shares
    Change vs previous 13F -21,626 shares

    0.06% of the 13F portfolio, value $7,030,070.

    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 165,951 shares
    Change vs previous 13F -42,065 shares

    0.1% of the 13F portfolio, value $8,156,505.

    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 208,016 shares
    Change vs previous 13F -90,207 shares

    0.09% of the 13F portfolio, value $10,257,263.

    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 298,223 shares
    Change vs previous 13F +10,160 shares

    0.15% of the 13F portfolio, value $14,642,765.

    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 288,063 shares
    Change vs previous 13F +4,655 shares

    0.17% of the 13F portfolio, value $14,552,925.

    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 283,408 shares
    Change vs previous 13F +24,751 shares

    0.17% of the 13F portfolio, value $14,229,928.

    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 258,657 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $14,091,618.

    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).