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Integrated Wealth Concepts LLC: KR position timeline

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

Integrated Wealth Concepts LLC held 22,622 KR 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 22,622 shares
    Change vs previous 13F +1,565 shares

    0.01% of the 13F portfolio, value $1,256,228.

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

  2. period ended2026-03-31
    13F 21,057 shares
    Change vs previous 13F +6,269 shares

    0.01% of the 13F portfolio, value $1,523,654.

    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 14,788 shares
    Change vs previous 13F +3,545 shares

    0.01% of the 13F portfolio, value $923,928.

    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 11,243 shares
    Change vs previous 13F -639 shares

    0.01% of the 13F portfolio, value $757,874.

    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 11,882 shares
    Change vs previous 13F -19,500 shares

    0.01% of the 13F portfolio, value $852,283.

    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 31,382 shares
    Change vs previous 13F -2,877 shares

    0.02% of the 13F portfolio, value $2,124,224.

    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 34,259 shares
    Change vs previous 13F -9,863 shares

    0.02% of the 13F portfolio, value $2,094,943.

    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 44,122 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,528,214.

    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).