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Integrated Wealth Concepts LLC: MCK position timeline

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

Integrated Wealth Concepts LLC held 6,914 MCK 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 6,914 shares
    Change vs previous 13F +11 shares

    0.03% of the 13F portfolio, value $5,224,033.

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

  2. period ended2026-03-31
    13F 6,903 shares
    Change vs previous 13F +2,392 shares

    0.05% of the 13F portfolio, value $5,973,940.

    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 4,511 shares
    Change vs previous 13F -399 shares

    0.04% of the 13F portfolio, value $3,700,033.

    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 4,910 shares
    Change vs previous 13F -252 shares

    0.03% of the 13F portfolio, value $3,793,432.

    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 5,162 shares
    Change vs previous 13F -161 shares

    0.04% of the 13F portfolio, value $3,782,391.

    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 5,323 shares
    Change vs previous 13F +1,131 shares

    0.04% of the 13F portfolio, value $3,582,200.

    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 4,192 shares
    Change vs previous 13F +135 shares

    0.03% of the 13F portfolio, value $2,388,797.

    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 4,057 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,005,854.

    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).