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Disclosery

Integrated Wealth Concepts LLC: MRSH position timeline

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

Integrated Wealth Concepts LLC held 11,396 MRSH 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 11,396 shares
    Change vs previous 13F -5,991 shares

    0.01% of the 13F portfolio, value $1,899,423.

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

  2. period ended2026-03-31
    13F 17,387 shares
    Change vs previous 13F +13,884 shares

    0.02% of the 13F portfolio, value $3,015,755.

    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 3,503 shares
    Change vs previous 13F -645 shares

    0.01% of the 13F portfolio, value $649,815.

    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 4,148 shares
    Change vs previous 13F +968 shares

    0.01% of the 13F portfolio, value $835,982.

    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 3,180 shares
    Change vs previous 13F -1,163 shares

    0.01% of the 13F portfolio, value $695,234.

    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 4,343 shares
    Change vs previous 13F -599 shares

    0.01% of the 13F portfolio, value $1,059,777.

    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 4,942 shares
    Change vs previous 13F +453 shares

    0.01% of the 13F portfolio, value $1,049,743.

    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 4,489 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,001,539.

    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).