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Disclosery

Integrated Wealth Concepts LLC: MDT position timeline

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

Integrated Wealth Concepts LLC held 34,691 MDT 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 34,691 shares
    Change vs previous 13F -6,025 shares

    0.02% of the 13F portfolio, value $2,713,841.

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

  2. period ended2026-03-31
    13F 40,716 shares
    Change vs previous 13F +25,438 shares

    0.03% of the 13F portfolio, value $3,528,080.

    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 15,278 shares
    Change vs previous 13F -39,220 shares

    0.02% of the 13F portfolio, value $1,467,601.

    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 54,498 shares
    Change vs previous 13F +2,072 shares

    0.05% of the 13F portfolio, value $5,190,366.

    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 52,426 shares
    Change vs previous 13F +264 shares

    0.05% of the 13F portfolio, value $4,569,975.

    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 52,162 shares
    Change vs previous 13F +9,868 shares

    0.05% of the 13F portfolio, value $4,687,249.

    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 42,294 shares
    Change vs previous 13F -5,954 shares

    0.04% of the 13F portfolio, value $3,378,448.

    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 48,248 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $4,343,733.

    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).