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Integrated Wealth Concepts LLC: LRGF position timeline

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

Integrated Wealth Concepts LLC held 681,028 LRGF 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 681,028 shares
    Change vs previous 13F +4,981 shares

    0.34% of the 13F portfolio, value $51,506,164.

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

  2. period ended2026-03-31
    13F 676,047 shares
    Change vs previous 13F +463,093 shares

    0.36% of the 13F portfolio, value $44,619,106.

    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 212,954 shares
    Change vs previous 13F -853,494 shares

    0.18% of the 13F portfolio, value $14,785,364.

    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 1,066,448 shares
    Change vs previous 13F -46,336 shares

    0.66% of the 13F portfolio, value $73,670,220.

    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 1,112,784 shares
    Change vs previous 13F -176 shares

    0.72% of the 13F portfolio, value $71,362,832.

    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 1,112,960 shares
    Change vs previous 13F +5,668 shares

    0.75% of the 13F portfolio, value $64,418,102.

    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 1,107,292 shares
    Change vs previous 13F +376,160 shares

    0.78% of the 13F portfolio, value $66,825,059.

    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 731,132 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $42,968,611.

    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).