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Integrated Wealth Concepts LLC: MCHI position timeline

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

Integrated Wealth Concepts LLC held 19,070 MCHI 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 19,070 shares
    Change vs previous 13F +13,748 shares

    0.01% of the 13F portfolio, value $973,049.

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

  2. period ended2026-03-31
    13F 5,322 shares
    Change vs previous 13F -10,839 shares

    <0.01% of the 13F portfolio, value $298,979.

    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 16,161 shares
    Change vs previous 13F -16,532 shares

    0.01% of the 13F portfolio, value $970,804.

    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 32,693 shares
    Change vs previous 13F -572 shares

    0.02% of the 13F portfolio, value $2,152,865.

    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 33,265 shares
    Change vs previous 13F -5,609 shares

    0.02% of the 13F portfolio, value $1,832,930.

    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 38,874 shares
    Change vs previous 13F -1,023 shares

    0.02% of the 13F portfolio, value $2,114,767.

    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 39,897 shares
    Change vs previous 13F +20,671 shares

    0.02% of the 13F portfolio, value $1,869,597.

    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 19,226 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $978,816.

    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).