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Integrated Wealth Concepts LLC: MDB position timeline

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

Integrated Wealth Concepts LLC held 3,380 MDB 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 3,380 shares
    Change vs previous 13F -950 shares

    0.01% of the 13F portfolio, value $1,135,478.

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

  2. period ended2026-03-31
    13F 4,330 shares
    Change vs previous 13F +2,687 shares

    0.01% of the 13F portfolio, value $1,059,857.

    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 1,643 shares
    Change vs previous 13F -777 shares

    0.01% of the 13F portfolio, value $689,550.

    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 2,420 shares
    Change vs previous 13F -995 shares

    0.01% of the 13F portfolio, value $751,119.

    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 3,415 shares
    Change vs previous 13F +2,052 shares

    0.01% of the 13F portfolio, value $716,966.

    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 1,363 shares
    Change vs previous 13F +327 shares

    <0.01% of the 13F portfolio, value $239,036.

    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 1,036 shares
    Change vs previous 13F -139 shares

    <0.01% of the 13F portfolio, value $241,191.

    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 1,175 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $317,661.

    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).