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Integrated Wealth Concepts LLC: MGV position timeline

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

Integrated Wealth Concepts LLC held 5,682 MGV 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 5,682 shares
    Change vs previous 13F -7,272 shares

    0.01% of the 13F portfolio, value $928,768.

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

  2. period ended2026-03-31
    13F 12,954 shares
    Change vs previous 13F +10,073 shares

    0.01% of the 13F portfolio, value $1,877,726.

    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 2,881 shares
    Change vs previous 13F -12,985 shares

    <0.01% of the 13F portfolio, value $406,631.

    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 15,866 shares
    Change vs previous 13F +3,317 shares

    0.02% of the 13F portfolio, value $2,185,367.

    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 12,549 shares
    Change vs previous 13F +2,473 shares

    0.02% of the 13F portfolio, value $1,646,365.

    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 10,076 shares
    Change vs previous 13F -12,638 shares

    0.02% of the 13F portfolio, value $1,298,142.

    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 22,714 shares
    Change vs previous 13F +9,924 shares

    0.03% of the 13F portfolio, value $2,837,237.

    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 12,790 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,640,737.

    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).