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Integrated Wealth Concepts LLC: MGOV position timeline

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

Integrated Wealth Concepts LLC held 112,197 MGOV 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 112,197 shares
    Change vs previous 13F +11,768 shares

    0.01% of the 13F portfolio, value $2,265,133.

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

  2. period ended2026-03-31
    13F 100,429 shares
    Change vs previous 13F +4,643 shares

    0.02% of the 13F portfolio, value $2,036,439.

    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 95,786 shares
    Change vs previous 13F +10,297 shares

    0.02% of the 13F portfolio, value $1,961,219.

    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 85,489 shares
    Change vs previous 13F +963 shares

    0.02% of the 13F portfolio, value $1,749,960.

    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 84,526 shares
    Change vs previous 13F +16,823 shares

    0.02% of the 13F portfolio, value $1,703,199.

    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 67,703 shares
    Change vs previous 13F +44,039 shares

    0.02% of the 13F portfolio, value $1,371,325.

    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 23,664 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $469,352.

    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).