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Integrated Wealth Concepts LLC: LDUR position timeline

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

Integrated Wealth Concepts LLC held 16,286 LDUR 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 16,286 shares
    Change vs previous 13F -460 shares

    0.01% of the 13F portfolio, value $1,557,128.

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

  2. period ended2026-03-31
    13F 16,746 shares
    Change vs previous 13F +825 shares

    0.01% of the 13F portfolio, value $1,604,609.

    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 15,921 shares
    Change vs previous 13F -4,413 shares

    0.02% of the 13F portfolio, value $1,527,493.

    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 20,334 shares
    Change vs previous 13F -3,373 shares

    0.02% of the 13F portfolio, value $1,955,000.

    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 23,707 shares
    Change vs previous 13F -771 shares

    0.02% of the 13F portfolio, value $2,271,882.

    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 24,478 shares
    Change vs previous 13F -89,331 shares

    0.03% of the 13F portfolio, value $2,349,340.

    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 113,809 shares
    Change vs previous 13F +7,940 shares

    0.13% of the 13F portfolio, value $10,810,728.

    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 105,869 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $10,159,186.

    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).