Skip to content
Disclosery

Integrated Wealth Concepts LLC: KVUE position timeline

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

Integrated Wealth Concepts LLC held 23,613 KVUE 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 23,613 shares
    Change vs previous 13F -12,093 shares

    <0.01% of the 13F portfolio, value $451,250.

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

  2. period ended2026-03-31
    13F 35,706 shares
    Change vs previous 13F +22,110 shares

    <0.01% of the 13F portfolio, value $615,571.

    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 13,596 shares
    Change vs previous 13F -1,581 shares

    <0.01% of the 13F portfolio, value $234,537.

    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 15,177 shares
    Change vs previous 13F -11,730 shares

    <0.01% of the 13F portfolio, value $246,328.

    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 26,907 shares
    Change vs previous 13F -8,471 shares

    0.01% of the 13F portfolio, value $563,174.

    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 35,378 shares
    Change vs previous 13F +200 shares

    0.01% of the 13F portfolio, value $848,369.

    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 35,178 shares
    Change vs previous 13F +156 shares

    0.01% of the 13F portfolio, value $751,048.

    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 35,022 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $810,066.

    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).