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Integrated Wealth Concepts LLC: LQD position timeline

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

Integrated Wealth Concepts LLC held 42,896 LQD 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 42,896 shares
    Change vs previous 13F -6,836 shares

    0.03% of the 13F portfolio, value $4,678,659.

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

  2. period ended2026-03-31
    13F 49,732 shares
    Change vs previous 13F +35,746 shares

    0.04% of the 13F portfolio, value $5,420,327.

    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 13,986 shares
    Change vs previous 13F -15,797 shares

    0.02% of the 13F portfolio, value $1,541,155.

    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 29,783 shares
    Change vs previous 13F +2,421 shares

    0.03% of the 13F portfolio, value $3,319,892.

    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 27,362 shares
    Change vs previous 13F +5,221 shares

    0.03% of the 13F portfolio, value $2,999,174.

    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 22,141 shares
    Change vs previous 13F -2,630 shares

    0.03% of the 13F portfolio, value $2,406,483.

    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 24,771 shares
    Change vs previous 13F -1,305 shares

    0.03% of the 13F portfolio, value $2,646,549.

    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 26,076 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,946,080.

    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).