Integrated Wealth Concepts LLC: MMM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Integrated Wealth Concepts LLC on MMM, newest first. How the timeline and the estimate are built.
Integrated Wealth Concepts LLC held 32,874 MMM shares at 2026-06-30 per its 13F-HR/A filed 2026-09-09.
the latest 13F is the newest step
- period ended2026-06-3013F/A 32,874 sharesChange vs previous 13F -1,856 shares
0.03% of the 13F portfolio, value $5,322,582.
13F-HR/A 0001737109-26-000007 filed by Integrated Wealth Concepts LLC
Accepted , ingested - period ended2026-03-3113F 34,730 sharesChange vs previous 13F +21,953 shares
0.04% of the 13F portfolio, value $5,043,828.
13F-HR 0001737109-26-000002 filed by Integrated Wealth Concepts LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 12,777 sharesChange vs previous 13F -23,138 shares
0.02% of the 13F portfolio, value $2,045,594.
13F-HR 0001737109-26-000001 filed by Integrated Wealth Concepts LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 35,915 sharesChange vs previous 13F +3,604 shares
0.05% of the 13F portfolio, value $5,573,317.
13F-HR 0001737109-25-000007 filed by Integrated Wealth Concepts LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 32,311 sharesChange vs previous 13F -8,491 shares
0.05% of the 13F portfolio, value $4,919,004.
13F-HR 0001737109-25-000006 filed by Integrated Wealth Concepts LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 40,802 sharesChange vs previous 13F -1,549 shares
0.07% of the 13F portfolio, value $5,992,116.
13F-HR 0001737109-25-000004 filed by Integrated Wealth Concepts LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 42,351 sharesChange vs previous 13F +1,306 shares
0.06% of the 13F portfolio, value $5,467,051.
13F-HR 0001737109-25-000002 filed by Integrated Wealth Concepts LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 41,045 sharesChange vs previous 13F not available
0.07% of the 13F portfolio, value $5,610,893.
13F-HR 0001737109-24-000006 filed by Integrated Wealth Concepts LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).