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Integrated Wealth Concepts LLC: MOAT position timeline

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

Integrated Wealth Concepts LLC held 288,074 MOAT 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 288,074 shares
    Change vs previous 13F +41,606 shares

    0.2% of the 13F portfolio, value $29,948,154.

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

  2. period ended2026-03-31
    13F 246,468 shares
    Change vs previous 13F +241,761 shares

    0.19% of the 13F portfolio, value $23,833,502.

    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 4,707 shares
    Change vs previous 13F -1,616 shares

    0.01% of the 13F portfolio, value $487,413.

    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 6,323 shares
    Change vs previous 13F -170 shares

    0.01% of the 13F portfolio, value $626,665.

    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 6,493 shares
    Change vs previous 13F +1,781 shares

    0.01% of the 13F portfolio, value $609,010.

    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 4,712 shares
    Change vs previous 13F -486 shares

    <0.01% of the 13F portfolio, value $414,633.

    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 5,198 shares
    Change vs previous 13F -98 shares

    0.01% of the 13F portfolio, value $482,024.

    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 5,296 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $513,497.

    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).