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Integrated Wealth Concepts LLC: KVYO position timeline

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

Integrated Wealth Concepts LLC held 435,481 KVYO 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 435,481 shares
    Change vs previous 13F +5,661 shares

    0.04% of the 13F portfolio, value $6,575,763.

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

  2. period ended2026-03-31
    13F 429,820 shares
    Change vs previous 13F +364,181 shares

    0.07% of the 13F portfolio, value $8,364,297.

    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 65,639 shares
    Change vs previous 13F -532,535 shares

    0.03% of the 13F portfolio, value $2,131,298.

    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 598,174 shares
    Change vs previous 13F -232,277 shares

    0.15% of the 13F portfolio, value $16,563,438.

    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 830,451 shares
    Change vs previous 13F +680,818 shares

    0.28% of the 13F portfolio, value $27,886,545.

    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 149,633 shares
    Change vs previous 13F +5,019 shares

    0.05% of the 13F portfolio, value $4,527,895.

    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 144,614 shares
    Change vs previous 13F +84 shares

    0.07% of the 13F portfolio, value $5,963,881.

    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 144,530 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $5,113,471.

    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).