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Disclosery

Integrated Wealth Concepts LLC: MU position timeline

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

Integrated Wealth Concepts LLC held 43,545 MU 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 43,545 shares
    Change vs previous 13F -839 shares

    0.33% of the 13F portfolio, value $50,264,020.

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

  2. period ended2026-03-31
    13F 44,384 shares
    Change vs previous 13F +25,935 shares

    0.12% of the 13F portfolio, value $14,994,585.

    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 18,449 shares
    Change vs previous 13F -17,997 shares

    0.06% of the 13F portfolio, value $5,265,561.

    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 36,446 shares
    Change vs previous 13F +9,979 shares

    0.05% of the 13F portfolio, value $6,098,177.

    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 26,467 shares
    Change vs previous 13F -9,001 shares

    0.03% of the 13F portfolio, value $3,262,090.

    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 35,468 shares
    Change vs previous 13F -22,737 shares

    0.04% of the 13F portfolio, value $3,081,798.

    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 58,205 shares
    Change vs previous 13F +13,161 shares

    0.06% of the 13F portfolio, value $4,898,537.

    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 45,044 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $4,671,553.

    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).