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Integrated Wealth Concepts LLC: LOW position timeline

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

Integrated Wealth Concepts LLC held 19,825 LOW 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 19,825 shares
    Change vs previous 13F +1,950 shares

    0.03% of the 13F portfolio, value $4,371,223.

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

  2. period ended2026-03-31
    13F 17,875 shares
    Change vs previous 13F +1,978 shares

    0.03% of the 13F portfolio, value $4,223,407.

    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 15,897 shares
    Change vs previous 13F -5,399 shares

    0.05% of the 13F portfolio, value $3,833,817.

    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 21,296 shares
    Change vs previous 13F +2,782 shares

    0.05% of the 13F portfolio, value $5,351,901.

    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 18,514 shares
    Change vs previous 13F +1,330 shares

    0.04% of the 13F portfolio, value $4,107,655.

    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 17,184 shares
    Change vs previous 13F -1,575 shares

    0.05% of the 13F portfolio, value $4,007,808.

    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 18,759 shares
    Change vs previous 13F +1,549 shares

    0.05% of the 13F portfolio, value $4,629,618.

    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 17,210 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $4,661,263.

    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).