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Integrated Wealth Concepts LLC: MKC position timeline

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

Integrated Wealth Concepts LLC held 19,274 MKC 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 19,274 shares
    Change vs previous 13F +11,393 shares

    0.01% of the 13F portfolio, value $971,808.

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

  2. period ended2026-03-31
    13F 7,881 shares
    Change vs previous 13F +4,275 shares

    <0.01% of the 13F portfolio, value $397,532.

    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 3,606 shares
    Change vs previous 13F -8,494 shares

    <0.01% of the 13F portfolio, value $245,584.

    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 12,100 shares
    Change vs previous 13F +3,664 shares

    0.01% of the 13F portfolio, value $809,637.

    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 8,436 shares
    Change vs previous 13F -3 shares

    0.01% of the 13F portfolio, value $639,622.

    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 8,439 shares
    Change vs previous 13F +295 shares

    0.01% of the 13F portfolio, value $694,605.

    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 8,144 shares
    Change vs previous 13F -198 shares

    0.01% of the 13F portfolio, value $620,868.

    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 8,342 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $686,543.

    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).