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Integrated Wealth Concepts LLC: LMBS position timeline

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

Integrated Wealth Concepts LLC held 504,821 LMBS 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 504,821 shares
    Change vs previous 13F +57,764 shares

    0.16% of the 13F portfolio, value $25,129,977.

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

  2. period ended2026-03-31
    13F 447,057 shares
    Change vs previous 13F +125,467 shares

    0.18% of the 13F portfolio, value $22,267,883.

    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 321,590 shares
    Change vs previous 13F -44,466 shares

    0.19% of the 13F portfolio, value $16,076,280.

    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 366,056 shares
    Change vs previous 13F +40,739 shares

    0.16% of the 13F portfolio, value $18,225,939.

    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 325,317 shares
    Change vs previous 13F +14,143 shares

    0.16% of the 13F portfolio, value $16,025,148.

    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 311,174 shares
    Change vs previous 13F +41,383 shares

    0.18% of the 13F portfolio, value $15,297,301.

    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 269,791 shares
    Change vs previous 13F +13,864 shares

    0.15% of the 13F portfolio, value $13,130,744.

    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 255,927 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $12,645,353.

    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).