Skip to content
Disclosery

Integrated Wealth Concepts LLC: MA position timeline

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

Integrated Wealth Concepts LLC held 17,574 MA 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 17,574 shares
    Change vs previous 13F -1,858 shares

    0.06% of the 13F portfolio, value $9,026,057.

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

  2. period ended2026-03-31
    13F 19,432 shares
    Change vs previous 13F +6,104 shares

    0.08% of the 13F portfolio, value $9,709,653.

    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 13,328 shares
    Change vs previous 13F -8,187 shares

    0.09% of the 13F portfolio, value $7,608,566.

    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 21,515 shares
    Change vs previous 13F +1,387 shares

    0.11% of the 13F portfolio, value $12,238,076.

    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 20,128 shares
    Change vs previous 13F +5,767 shares

    0.11% of the 13F portfolio, value $11,310,868.

    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 14,361 shares
    Change vs previous 13F -914 shares

    0.09% of the 13F portfolio, value $7,871,270.

    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 15,275 shares
    Change vs previous 13F +347 shares

    0.09% of the 13F portfolio, value $8,043,443.

    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 14,928 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $7,371,599.

    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).