Skip to content
Disclosery

Integrated Wealth Concepts LLC: LYG position timeline

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

Integrated Wealth Concepts LLC held 152,533 LYG 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 152,533 shares
    Change vs previous 13F -32,291 shares

    0.01% of the 13F portfolio, value $889,271.

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

  2. period ended2026-03-31
    13F 184,824 shares
    Change vs previous 13F +68,790 shares

    0.01% of the 13F portfolio, value $929,665.

    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 116,034 shares
    Change vs previous 13F -25,593 shares

    0.01% of the 13F portfolio, value $614,981.

    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 141,627 shares
    Change vs previous 13F +7,530 shares

    0.01% of the 13F portfolio, value $642,991.

    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 134,097 shares
    Change vs previous 13F +42,282 shares

    0.01% of the 13F portfolio, value $569,919.

    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 91,815 shares
    Change vs previous 13F -3,433 shares

    <0.01% of the 13F portfolio, value $350,728.

    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 95,248 shares
    Change vs previous 13F -2,737 shares

    <0.01% of the 13F portfolio, value $259,074.

    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 97,985 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $305,711.

    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).