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Disclosery

Integrated Wealth Concepts LLC: MGA position timeline

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

Integrated Wealth Concepts LLC held 17,539 MGA 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 17,539 shares
    Change vs previous 13F +1,186 shares

    0.01% of the 13F portfolio, value $1,151,632.

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

  2. period ended2026-03-31
    13F 16,353 shares
    Change vs previous 13F +6,460 shares

    0.01% of the 13F portfolio, value $912,645.

    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 9,893 shares
    Change vs previous 13F -4,348 shares

    0.01% of the 13F portfolio, value $527,285.

    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 14,241 shares
    Change vs previous 13F +246 shares

    0.01% of the 13F portfolio, value $674,717.

    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 13,995 shares
    Change vs previous 13F +7,187 shares

    0.01% of the 13F portfolio, value $540,333.

    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 6,808 shares
    Change vs previous 13F +1,123 shares

    <0.01% of the 13F portfolio, value $231,404.

    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 5,685 shares
    Change vs previous 13F -32 shares

    <0.01% of the 13F portfolio, value $237,576.

    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 5,717 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $234,626.

    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).