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Integrated Wealth Concepts LLC: MSI position timeline

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

Integrated Wealth Concepts LLC held 6,496 MSI 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 6,496 shares
    Change vs previous 13F +345 shares

    0.02% of the 13F portfolio, value $2,697,838.

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

  2. period ended2026-03-31
    13F 6,151 shares
    Change vs previous 13F +2,631 shares

    0.02% of the 13F portfolio, value $2,669,442.

    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 3,520 shares
    Change vs previous 13F -761 shares

    0.02% of the 13F portfolio, value $1,349,422.

    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 4,281 shares
    Change vs previous 13F +902 shares

    0.02% of the 13F portfolio, value $1,957,765.

    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 3,379 shares
    Change vs previous 13F +748 shares

    0.01% of the 13F portfolio, value $1,420,810.

    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 2,631 shares
    Change vs previous 13F +589 shares

    0.01% of the 13F portfolio, value $1,152,063.

    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 2,042 shares
    Change vs previous 13F +157 shares

    0.01% of the 13F portfolio, value $943,762.

    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 1,885 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $847,634.

    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).