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Disclosery

Integrated Wealth Concepts LLC: MTH position timeline

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

Integrated Wealth Concepts LLC held 0 MTH 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 0 shares
    Change vs previous 13F -52,106 shares

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 52,106 shares
    Change vs previous 13F +792 shares

    0.03% of the 13F portfolio, value $3,222,237.

    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 51,314 shares
    Change vs previous 13F +1,888 shares

    0.04% of the 13F portfolio, value $3,376,440.

    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 49,426 shares
    Change vs previous 13F -4,609 shares

    0.03% of the 13F portfolio, value $3,579,956.

    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 54,035 shares
    Change vs previous 13F +9,309 shares

    0.04% of the 13F portfolio, value $3,618,707.

    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 44,726 shares
    Change vs previous 13F +25,914 shares

    0.04% of the 13F portfolio, value $3,170,191.

    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 18,812 shares
    Change vs previous 13F +3,343 shares

    0.03% of the 13F portfolio, value $2,893,733.

    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 15,469 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,172,232.

    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).