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Integrated Wealth Concepts LLC: LCTU position timeline

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

Integrated Wealth Concepts LLC held 58,519 LCTU 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 58,519 shares
    Change vs previous 13F -2,382 shares

    0.03% of the 13F portfolio, value $4,690,851.

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

  2. period ended2026-03-31
    13F 60,901 shares
    Change vs previous 13F +27,582 shares

    0.03% of the 13F portfolio, value $4,271,458.

    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 33,319 shares
    Change vs previous 13F -29,470 shares

    0.03% of the 13F portfolio, value $2,468,653.

    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 62,789 shares
    Change vs previous 13F +1,631 shares

    0.04% of the 13F portfolio, value $4,557,144.

    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 61,158 shares
    Change vs previous 13F +3,587 shares

    0.04% of the 13F portfolio, value $4,114,238.

    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 57,571 shares
    Change vs previous 13F +190 shares

    0.04% of the 13F portfolio, value $3,489,077.

    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 57,381 shares
    Change vs previous 13F -35,435 shares

    0.04% of the 13F portfolio, value $3,675,254.

    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 92,816 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $5,823,290.

    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).