Skip to content
Disclosery

Integrated Wealth Concepts LLC: MUB position timeline

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

Integrated Wealth Concepts LLC held 540,228 MUB 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 540,228 shares
    Change vs previous 13F +188,264 shares

    0.38% of the 13F portfolio, value $58,139,356.

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

  2. period ended2026-03-31
    13F 351,964 shares
    Change vs previous 13F +79,298 shares

    0.3% of the 13F portfolio, value $37,360,978.

    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 272,666 shares
    Change vs previous 13F -33,014 shares

    0.35% of the 13F portfolio, value $29,205,209.

    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 305,680 shares
    Change vs previous 13F -9,089 shares

    0.29% of the 13F portfolio, value $32,551,868.

    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 314,769 shares
    Change vs previous 13F +785 shares

    0.33% of the 13F portfolio, value $32,887,103.

    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 313,984 shares
    Change vs previous 13F +29,557 shares

    0.39% of the 13F portfolio, value $33,106,477.

    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 284,427 shares
    Change vs previous 13F +25,480 shares

    0.35% of the 13F portfolio, value $30,305,663.

    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 258,947 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $28,129,472.

    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).