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Integrated Wealth Concepts LLC: MINT position timeline

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

Integrated Wealth Concepts LLC held 67,896 MINT 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 67,896 shares
    Change vs previous 13F +1,145 shares

    0.04% of the 13F portfolio, value $6,844,616.

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

  2. period ended2026-03-31
    13F 66,751 shares
    Change vs previous 13F +49,527 shares

    0.05% of the 13F portfolio, value $6,713,141.

    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 17,224 shares
    Change vs previous 13F -13,801 shares

    0.02% of the 13F portfolio, value $1,728,285.

    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 31,025 shares
    Change vs previous 13F +23,694 shares

    0.03% of the 13F portfolio, value $3,123,954.

    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 7,331 shares
    Change vs previous 13F +2,194 shares

    0.01% of the 13F portfolio, value $737,010.

    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 5,137 shares
    Change vs previous 13F +2,126 shares

    0.01% of the 13F portfolio, value $516,923.

    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 3,011 shares
    Change vs previous 13F +616 shares

    <0.01% of the 13F portfolio, value $302,104.

    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 2,395 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $241,120.

    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).