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Integrated Wealth Concepts LLC: LGLV position timeline

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

Integrated Wealth Concepts LLC held 4,844 LGLV 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 4,844 shares
    Change vs previous 13F +3 shares

    0.01% of the 13F portfolio, value $879,079.

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

  2. period ended2026-03-31
    13F 4,841 shares
    Change vs previous 13F +816 shares

    0.01% of the 13F portfolio, value $862,171.

    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 4,025 shares
    Change vs previous 13F -775 shares

    0.01% of the 13F portfolio, value $706,649.

    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 4,800 shares
    Change vs previous 13F +4 shares

    0.01% of the 13F portfolio, value $855,131.

    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 4,796 shares
    Change vs previous 13F +47 shares

    0.01% of the 13F portfolio, value $837,467.

    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 4,749 shares
    Change vs previous 13F +4 shares

    0.01% of the 13F portfolio, value $826,450.

    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 4,745 shares
    Change vs previous 13F -14 shares

    0.01% of the 13F portfolio, value $783,972.

    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 4,759 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $805,358.

    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).