Skip to content
Disclosery

Integrated Wealth Concepts LLC: MFC position timeline

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

Integrated Wealth Concepts LLC held 32,050 MFC 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 32,050 shares
    Change vs previous 13F +2,615 shares

    0.01% of the 13F portfolio, value $1,298,337.

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

  2. period ended2026-03-31
    13F 29,435 shares
    Change vs previous 13F +19,110 shares

    0.01% of the 13F portfolio, value $1,013,741.

    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 10,325 shares
    Change vs previous 13F -17,880 shares

    <0.01% of the 13F portfolio, value $374,585.

    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 28,205 shares
    Change vs previous 13F -5 shares

    0.01% of the 13F portfolio, value $878,584.

    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 28,210 shares
    Change vs previous 13F -1,345 shares

    0.01% of the 13F portfolio, value $901,601.

    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 29,555 shares
    Change vs previous 13F -357 shares

    0.01% of the 13F portfolio, value $920,654.

    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 29,912 shares
    Change vs previous 13F -549 shares

    0.01% of the 13F portfolio, value $918,607.

    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 30,461 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $900,133.

    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).