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Integrated Wealth Concepts LLC: KRE position timeline

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

Integrated Wealth Concepts LLC held 182,769 KRE 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 182,769 shares
    Change vs previous 13F +9,511 shares

    0.09% of the 13F portfolio, value $13,680,274.

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

  2. period ended2026-03-31
    13F 173,258 shares
    Change vs previous 13F +159,770 shares

    0.09% of the 13F portfolio, value $11,287,776.

    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 13,488 shares
    Change vs previous 13F -177,223 shares

    0.01% of the 13F portfolio, value $874,178.

    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 190,711 shares
    Change vs previous 13F +2,960 shares

    0.11% of the 13F portfolio, value $12,071,980.

    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 187,751 shares
    Change vs previous 13F +20,237 shares

    0.11% of the 13F portfolio, value $11,150,508.

    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 167,514 shares
    Change vs previous 13F +648 shares

    0.11% of the 13F portfolio, value $9,523,158.

    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 166,866 shares
    Change vs previous 13F +8,998 shares

    0.12% of the 13F portfolio, value $10,070,388.

    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 157,868 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $8,935,331.

    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).