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Integrated Wealth Concepts LLC: KOMP position timeline

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

Integrated Wealth Concepts LLC held 4,451 KOMP 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 4,451 shares
    Change vs previous 13F +2 shares

    <0.01% of the 13F portfolio, value $318,231.

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

  2. period ended2026-03-31
    13F 4,449 shares
    Change vs previous 13F -4 shares

    <0.01% of the 13F portfolio, value $260,164.

    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 4,453 shares
    Change vs previous 13F +10 shares

    <0.01% of the 13F portfolio, value $266,002.

    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 4,443 shares
    Change vs previous 13F -593 shares

    <0.01% of the 13F portfolio, value $276,643.

    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 5,036 shares
    Change vs previous 13F -47 shares

    <0.01% of the 13F portfolio, value $273,831.

    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 5,083 shares
    Change vs previous 13F -765 shares

    <0.01% of the 13F portfolio, value $236,298.

    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 5,848 shares
    Change vs previous 13F +7 shares

    <0.01% of the 13F portfolio, value $297,229.

    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 5,841 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $288,129.

    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).