Skip to content
Disclosery

Integrated Wealth Concepts LLC: MFM position timeline

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

Integrated Wealth Concepts LLC held 17,689 MFM 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 17,689 shares
    Change vs previous 13F +1,300 shares

    <0.01% of the 13F portfolio, value $99,412.

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

  2. period ended2026-03-31
    13F 16,389 shares
    Change vs previous 13F +600 shares

    <0.01% of the 13F portfolio, value $88,337.

    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 15,789 shares
    Change vs previous 13F -175 shares

    <0.01% of the 13F portfolio, value $85,734.

    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 15,964 shares
    Change vs previous 13F -2,764 shares

    <0.01% of the 13F portfolio, value $86,046.

    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 18,728 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $96,824.

    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 18,728 shares
    Change vs previous 13F +1,382 shares

    <0.01% of the 13F portfolio, value $99,258.

    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 17,346 shares
    Change vs previous 13F -10,834 shares

    <0.01% of the 13F portfolio, value $92,801.

    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 28,180 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $161,190.

    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).