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Integrated Wealth Concepts LLC: MFG position timeline

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

Integrated Wealth Concepts LLC held 16,076 MFG 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 16,076 shares
    Change vs previous 13F +2,090 shares

    <0.01% of the 13F portfolio, value $154,009.

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

  2. period ended2026-03-31
    13F 13,986 shares
    Change vs previous 13F +868 shares

    <0.01% of the 13F portfolio, value $111,046.

    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 13,118 shares
    Change vs previous 13F -3,353 shares

    <0.01% of the 13F portfolio, value $96,022.

    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 16,471 shares
    Change vs previous 13F +1,179 shares

    <0.01% of the 13F portfolio, value $110,353.

    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 15,292 shares
    Change vs previous 13F -48,045 shares

    <0.01% of the 13F portfolio, value $85,021.

    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 63,337 shares
    Change vs previous 13F +1,112 shares

    <0.01% of the 13F portfolio, value $348,986.

    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 62,225 shares
    Change vs previous 13F -330 shares

    <0.01% of the 13F portfolio, value $304,279.

    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 62,555 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $261,484.

    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).