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Disclosery

Integrated Wealth Concepts LLC: KO position timeline

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

Integrated Wealth Concepts LLC held 216,268 KO 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 216,268 shares
    Change vs previous 13F +70,037 shares

    0.11% of the 13F portfolio, value $17,576,082.

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

  2. period ended2026-03-31
    13F 146,231 shares
    Change vs previous 13F +63,492 shares

    0.09% of the 13F portfolio, value $11,120,847.

    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 82,739 shares
    Change vs previous 13F -47,066 shares

    0.07% of the 13F portfolio, value $5,784,323.

    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 129,805 shares
    Change vs previous 13F +9,093 shares

    0.08% of the 13F portfolio, value $8,608,681.

    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 120,712 shares
    Change vs previous 13F +2,456 shares

    0.09% of the 13F portfolio, value $8,540,422.

    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 118,256 shares
    Change vs previous 13F -2,246 shares

    0.1% of the 13F portfolio, value $8,469,460.

    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 120,502 shares
    Change vs previous 13F +8,066 shares

    0.09% of the 13F portfolio, value $7,502,465.

    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 112,436 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $8,079,631.

    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).