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Integrated Wealth Concepts LLC: MAIN position timeline

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

Integrated Wealth Concepts LLC held 90,056 MAIN 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 90,056 shares
    Change vs previous 13F -13,082 shares

    0.03% of the 13F portfolio, value $4,672,088.

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

  2. period ended2026-03-31
    13F 103,138 shares
    Change vs previous 13F +4,313 shares

    0.04% of the 13F portfolio, value $5,462,209.

    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 98,825 shares
    Change vs previous 13F -54 shares

    0.07% of the 13F portfolio, value $5,968,066.

    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 98,879 shares
    Change vs previous 13F +834 shares

    0.06% of the 13F portfolio, value $6,287,738.

    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 98,045 shares
    Change vs previous 13F -659 shares

    0.06% of the 13F portfolio, value $5,794,431.

    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 98,704 shares
    Change vs previous 13F +1,712 shares

    0.07% of the 13F portfolio, value $5,582,722.

    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 96,992 shares
    Change vs previous 13F -322 shares

    0.07% of the 13F portfolio, value $5,681,820.

    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 97,314 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $4,879,347.

    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).