Skip to content
Disclosery

Integrated Wealth Concepts LLC: MSFT position timeline

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

Integrated Wealth Concepts LLC held 392,342 MSFT 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 392,342 shares
    Change vs previous 13F +31,546 shares

    0.96% of the 13F portfolio, value $146,351,042.

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

  2. period ended2026-03-31
    13F 360,796 shares
    Change vs previous 13F +142,030 shares

    1.07% of the 13F portfolio, value $133,555,648.

    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 218,766 shares
    Change vs previous 13F -106,193 shares

    1.26% of the 13F portfolio, value $105,799,589.

    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 324,959 shares
    Change vs previous 13F +11,724 shares

    1.51% of the 13F portfolio, value $168,312,807.

    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 313,235 shares
    Change vs previous 13F +28,810 shares

    1.56% of the 13F portfolio, value $155,806,274.

    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 284,425 shares
    Change vs previous 13F +5,061 shares

    1.25% of the 13F portfolio, value $106,770,127.

    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 279,364 shares
    Change vs previous 13F +23,280 shares

    1.37% of the 13F portfolio, value $117,752,033.

    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 256,084 shares
    Change vs previous 13F not available

    1.34% of the 13F portfolio, value $110,193,146.

    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).