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Integrated Wealth Concepts LLC: MFSI position timeline

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

Integrated Wealth Concepts LLC held 545,016 MFSI 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 545,016 shares
    Change vs previous 13F +25,279 shares

    0.12% of the 13F portfolio, value $17,702,132.

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

  2. period ended2026-03-31
    13F 519,737 shares
    Change vs previous 13F +496,870 shares

    0.12% of the 13F portfolio, value $15,446,591.

    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 22,867 shares
    Change vs previous 13F -324,336 shares

    0.01% of the 13F portfolio, value $696,301.

    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 347,203 shares
    Change vs previous 13F +28,570 shares

    0.09% of the 13F portfolio, value $10,256,389.

    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 318,633 shares
    Change vs previous 13F -7,479 shares

    0.09% of the 13F portfolio, value $9,065,109.

    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 326,112 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $8,387,601.

    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).