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Integrated Wealth Concepts LLC: MTUM position timeline

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

Integrated Wealth Concepts LLC held 156,329 MTUM 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 156,329 shares
    Change vs previous 13F -4,958 shares

    0.35% of the 13F portfolio, value $53,594,331.

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

  2. period ended2026-03-31
    13F 161,287 shares
    Change vs previous 13F +38,759 shares

    0.31% of the 13F portfolio, value $38,707,471.

    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 122,528 shares
    Change vs previous 13F -14,197 shares

    0.36% of the 13F portfolio, value $30,670,101.

    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 136,725 shares
    Change vs previous 13F +758 shares

    0.31% of the 13F portfolio, value $35,063,145.

    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 135,967 shares
    Change vs previous 13F +3,684 shares

    0.33% of the 13F portfolio, value $32,675,609.

    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 132,283 shares
    Change vs previous 13F +16,961 shares

    0.31% of the 13F portfolio, value $26,738,439.

    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 115,322 shares
    Change vs previous 13F -68,139 shares

    0.28% of the 13F portfolio, value $23,862,344.

    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 183,461 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $37,198,496.

    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).