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Disclosery

Integrated Wealth Concepts LLC: MNST position timeline

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

Integrated Wealth Concepts LLC held 34,079 MNST 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 34,079 shares
    Change vs previous 13F +953 shares

    0.02% of the 13F portfolio, value $3,275,646.

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

  2. period ended2026-03-31
    13F 33,126 shares
    Change vs previous 13F +16,351 shares

    0.02% of the 13F portfolio, value $2,400,279.

    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 16,775 shares
    Change vs previous 13F -14,539 shares

    0.02% of the 13F portfolio, value $1,286,102.

    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 31,314 shares
    Change vs previous 13F -4,895 shares

    0.02% of the 13F portfolio, value $2,107,717.

    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 36,209 shares
    Change vs previous 13F +16,054 shares

    0.02% of the 13F portfolio, value $2,268,138.

    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 20,155 shares
    Change vs previous 13F -2,631 shares

    0.01% of the 13F portfolio, value $1,179,444.

    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 22,786 shares
    Change vs previous 13F +5,034 shares

    0.01% of the 13F portfolio, value $1,197,631.

    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 17,752 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $926,125.

    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).