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Integrated Wealth Concepts LLC: MDYG position timeline

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

Integrated Wealth Concepts LLC held 2,857 MDYG 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 2,857 shares
    Change vs previous 13F +2,857 shares

    <0.01% of the 13F portfolio, value $320,273.

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

  2. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -4,032 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-03-31
    13F 4,032 shares
    Change vs previous 13F +1,054 shares

    <0.01% of the 13F portfolio, value $320,409.

    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).

  4. period ended2024-12-31
    13F 2,978 shares
    Change vs previous 13F -5 shares

    <0.01% of the 13F portfolio, value $258,776.

    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).

  5. period ended2024-09-30
    13F 2,983 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $261,747.

    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).