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Integrated Wealth Concepts LLC: MPT position timeline

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

Integrated Wealth Concepts LLC held 46,455 MPT 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 46,455 shares
    Change vs previous 13F +2,962 shares

    <0.01% of the 13F portfolio, value $214,624.

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

  2. period ended2026-03-31
    13F 43,493 shares
    Change vs previous 13F +9,624 shares

    <0.01% of the 13F portfolio, value $201,374.

    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 33,869 shares
    Change vs previous 13F -21,480 shares

    <0.01% of the 13F portfolio, value $169,344.

    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 55,349 shares
    Change vs previous 13F +22,156 shares

    <0.01% of the 13F portfolio, value $280,618.

    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 33,193 shares
    Change vs previous 13F +11,912 shares

    <0.01% of the 13F portfolio, value $143,060.

    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 21,281 shares
    Change vs previous 13F -249 shares

    <0.01% of the 13F portfolio, value $128,326.

    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 21,530 shares
    Change vs previous 13F +126 shares

    <0.01% of the 13F portfolio, value $85,046.

    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 21,404 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $125,214.

    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).