Skip to content
Disclosery

Integrated Wealth Concepts LLC: LQDB position timeline

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

Integrated Wealth Concepts LLC held 8,030 LQDB 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 8,030 shares
    Change vs previous 13F -25 shares

    <0.01% of the 13F portfolio, value $694,304.

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

  2. period ended2026-03-31
    13F 8,055 shares
    Change vs previous 13F +530 shares

    0.01% of the 13F portfolio, value $695,482.

    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 7,525 shares
    Change vs previous 13F +125 shares

    0.01% of the 13F portfolio, value $655,507.

    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 7,400 shares
    Change vs previous 13F +350 shares

    0.01% of the 13F portfolio, value $650,890.

    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 7,050 shares
    Change vs previous 13F +100 shares

    0.01% of the 13F portfolio, value $611,936.

    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 6,950 shares
    Change vs previous 13F +300 shares

    0.01% of the 13F portfolio, value $597,783.

    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 6,650 shares
    Change vs previous 13F +500 shares

    0.01% of the 13F portfolio, value $564,718.

    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 6,150 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $544,339.

    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).