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Integrated Wealth Concepts LLC: LUV position timeline

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

Integrated Wealth Concepts LLC held 16,454 LUV 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 16,454 shares
    Change vs previous 13F -526 shares

    0.01% of the 13F portfolio, value $846,065.

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

  2. period ended2026-03-31
    13F 16,980 shares
    Change vs previous 13F +5,797 shares

    0.01% of the 13F portfolio, value $637,922.

    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 11,183 shares
    Change vs previous 13F +3,314 shares

    0.01% of the 13F portfolio, value $462,176.

    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 7,869 shares
    Change vs previous 13F -1,358 shares

    <0.01% of the 13F portfolio, value $251,104.

    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 9,227 shares
    Change vs previous 13F -817 shares

    <0.01% of the 13F portfolio, value $299,329.

    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 10,044 shares
    Change vs previous 13F -2,359 shares

    <0.01% of the 13F portfolio, value $337,293.

    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 12,403 shares
    Change vs previous 13F +3,418 shares

    <0.01% of the 13F portfolio, value $416,988.

    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 8,985 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $266,217.

    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).