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Integrated Wealth Concepts LLC: LIT position timeline

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

Integrated Wealth Concepts LLC held 18,750 LIT 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 18,750 shares
    Change vs previous 13F +1,687 shares

    0.01% of the 13F portfolio, value $1,467,709.

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

  2. period ended2026-03-31
    13F 17,063 shares
    Change vs previous 13F +104 shares

    0.01% of the 13F portfolio, value $1,268,598.

    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 16,959 shares
    Change vs previous 13F -3,772 shares

    0.01% of the 13F portfolio, value $1,099,929.

    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 20,731 shares
    Change vs previous 13F +14,782 shares

    0.01% of the 13F portfolio, value $1,178,566.

    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 5,949 shares
    Change vs previous 13F -133 shares

    <0.01% of the 13F portfolio, value $228,439.

    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 6,082 shares
    Change vs previous 13F -799 shares

    <0.01% of the 13F portfolio, value $235,969.

    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 6,881 shares
    Change vs previous 13F -2,160 shares

    <0.01% of the 13F portfolio, value $280,625.

    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 9,041 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $394,076.

    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).