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Disclosery

Integrated Wealth Concepts LLC: MO position timeline

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

Integrated Wealth Concepts LLC held 135,160 MO 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 135,160 shares
    Change vs previous 13F +11,842 shares

    0.06% of the 13F portfolio, value $9,724,797.

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

  2. period ended2026-03-31
    13F 123,318 shares
    Change vs previous 13F +67,243 shares

    0.06% of the 13F portfolio, value $8,137,758.

    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 56,075 shares
    Change vs previous 13F -43,194 shares

    0.04% of the 13F portfolio, value $3,233,287.

    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 99,269 shares
    Change vs previous 13F +1,790 shares

    0.06% of the 13F portfolio, value $6,557,718.

    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 97,479 shares
    Change vs previous 13F +4,116 shares

    0.06% of the 13F portfolio, value $5,715,214.

    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 93,363 shares
    Change vs previous 13F +562 shares

    0.07% of the 13F portfolio, value $5,603,666.

    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 92,801 shares
    Change vs previous 13F +4,701 shares

    0.06% of the 13F portfolio, value $4,852,582.

    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 88,100 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $4,496,610.

    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).