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Disclosery

Integrated Wealth Concepts LLC: MC position timeline

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

Integrated Wealth Concepts LLC held 5,265 MC 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 5,265 shares
    Change vs previous 13F -4,167 shares

    <0.01% of the 13F portfolio, value $344,467.

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

  2. period ended2026-03-31
    13F 9,432 shares
    Change vs previous 13F +4,935 shares

    <0.01% of the 13F portfolio, value $537,621.

    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 4,497 shares
    Change vs previous 13F -4,958 shares

    <0.01% of the 13F portfolio, value $309,143.

    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 9,455 shares
    Change vs previous 13F +3,773 shares

    0.01% of the 13F portfolio, value $674,310.

    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 5,682 shares
    Change vs previous 13F +883 shares

    <0.01% of the 13F portfolio, value $354,128.

    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 4,799 shares
    Change vs previous 13F +432 shares

    <0.01% of the 13F portfolio, value $280,070.

    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 4,367 shares
    Change vs previous 13F -173 shares

    <0.01% of the 13F portfolio, value $322,634.

    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 4,540 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $311,036.

    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).