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Integrated Wealth Concepts LLC: MEAR position timeline

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

Integrated Wealth Concepts LLC held 657,567 MEAR 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 657,567 shares
    Change vs previous 13F -384 shares

    0.22% of the 13F portfolio, value $33,128,214.

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

  2. period ended2026-03-31
    13F 657,951 shares
    Change vs previous 13F +5,752 shares

    0.26% of the 13F portfolio, value $33,121,253.

    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 652,199 shares
    Change vs previous 13F -5,641 shares

    0.39% of the 13F portfolio, value $32,818,663.

    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 657,840 shares
    Change vs previous 13F -14 shares

    0.3% of the 13F portfolio, value $33,227,499.

    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 657,854 shares
    Change vs previous 13F -15,933 shares

    0.33% of the 13F portfolio, value $33,070,311.

    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 673,787 shares
    Change vs previous 13F -3,479 shares

    0.39% of the 13F portfolio, value $33,851,065.

    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 677,266 shares
    Change vs previous 13F -17,351 shares

    0.39% of the 13F portfolio, value $33,829,436.

    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 694,617 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $34,949,669.

    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).