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Integrated Wealth Concepts LLC: MGK position timeline

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

Integrated Wealth Concepts LLC held 72,332 MGK 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 72,332 shares
    Change vs previous 13F +61,363 shares

    0.04% of the 13F portfolio, value $6,358,739.

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

  2. period ended2026-03-31
    13F 10,969 shares
    Change vs previous 13F +2,522 shares

    0.03% of the 13F portfolio, value $4,030,523.

    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 8,447 shares
    Change vs previous 13F -4,263 shares

    0.04% of the 13F portfolio, value $3,486,636.

    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 12,710 shares
    Change vs previous 13F +183 shares

    0.05% of the 13F portfolio, value $5,114,804.

    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 12,527 shares
    Change vs previous 13F +1,217 shares

    0.05% of the 13F portfolio, value $4,586,911.

    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 11,310 shares
    Change vs previous 13F -713 shares

    0.04% of the 13F portfolio, value $3,493,581.

    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 12,023 shares
    Change vs previous 13F +4,980 shares

    0.05% of the 13F portfolio, value $4,128,893.

    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 7,043 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,267,626.

    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).