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Integrated Wealth Concepts LLC: MLI position timeline

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

Integrated Wealth Concepts LLC held 42,048 MLI 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 42,048 shares
    Change vs previous 13F -4,301 shares

    0.03% of the 13F portfolio, value $5,168,937.

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

  2. period ended2026-03-31
    13F 46,349 shares
    Change vs previous 13F +5,876 shares

    0.04% of the 13F portfolio, value $5,135,495.

    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 40,473 shares
    Change vs previous 13F -5,338 shares

    0.06% of the 13F portfolio, value $4,646,253.

    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 45,811 shares
    Change vs previous 13F +804 shares

    0.04% of the 13F portfolio, value $4,631,946.

    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 45,007 shares
    Change vs previous 13F +2,328 shares

    0.04% of the 13F portfolio, value $3,576,750.

    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 42,679 shares
    Change vs previous 13F -3,725 shares

    0.04% of the 13F portfolio, value $3,249,604.

    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 46,404 shares
    Change vs previous 13F +2,401 shares

    0.04% of the 13F portfolio, value $3,682,585.

    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 44,003 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,260,621.

    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).