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Disclosery

Integrated Wealth Concepts LLC: MTB position timeline

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

Integrated Wealth Concepts LLC held 7,035 MTB 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 7,035 shares
    Change vs previous 13F -210 shares

    0.01% of the 13F portfolio, value $1,674,466.

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

  2. period ended2026-03-31
    13F 7,245 shares
    Change vs previous 13F +3,965 shares

    0.01% of the 13F portfolio, value $1,497,656.

    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 3,280 shares
    Change vs previous 13F -3,556 shares

    0.01% of the 13F portfolio, value $660,781.

    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 6,836 shares
    Change vs previous 13F +24 shares

    0.01% of the 13F portfolio, value $1,350,916.

    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 6,812 shares
    Change vs previous 13F -703 shares

    0.01% of the 13F portfolio, value $1,321,507.

    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 7,515 shares
    Change vs previous 13F -1,578 shares

    0.02% of the 13F portfolio, value $1,343,282.

    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 9,093 shares
    Change vs previous 13F -586 shares

    0.02% of the 13F portfolio, value $1,709,531.

    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 9,679 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,724,000.

    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).