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Integrated Wealth Concepts LLC: META position timeline

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

Integrated Wealth Concepts LLC held 84,817 META 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 84,817 shares
    Change vs previous 13F +2,443 shares

    0.31% of the 13F portfolio, value $47,776,349.

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

  2. period ended2026-03-31
    13F 82,374 shares
    Change vs previous 13F +36,881 shares

    0.38% of the 13F portfolio, value $47,128,901.

    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 45,493 shares
    Change vs previous 13F -29,544 shares

    0.36% of the 13F portfolio, value $30,029,436.

    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 75,037 shares
    Change vs previous 13F +2,725 shares

    0.49% of the 13F portfolio, value $55,105,841.

    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 72,312 shares
    Change vs previous 13F +4,177 shares

    0.54% of the 13F portfolio, value $53,372,688.

    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 68,135 shares
    Change vs previous 13F +7,116 shares

    0.46% of the 13F portfolio, value $39,270,167.

    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 61,019 shares
    Change vs previous 13F +6,503 shares

    0.42% of the 13F portfolio, value $35,727,102.

    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 54,516 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $31,207,411.

    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).