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Integrated Wealth Concepts LLC: MUFG position timeline

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

Integrated Wealth Concepts LLC held 71,151 MUFG 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 71,151 shares
    Change vs previous 13F +1,689 shares

    0.01% of the 13F portfolio, value $1,415,194.

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

  2. period ended2026-03-31
    13F 69,462 shares
    Change vs previous 13F +48,188 shares

    0.01% of the 13F portfolio, value $1,178,773.

    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 21,274 shares
    Change vs previous 13F -51,300 shares

    <0.01% of the 13F portfolio, value $337,408.

    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 72,574 shares
    Change vs previous 13F -557 shares

    0.01% of the 13F portfolio, value $1,156,827.

    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 73,131 shares
    Change vs previous 13F +24,292 shares

    0.01% of the 13F portfolio, value $1,003,358.

    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 48,839 shares
    Change vs previous 13F -867 shares

    0.01% of the 13F portfolio, value $665,672.

    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 49,706 shares
    Change vs previous 13F +1,403 shares

    0.01% of the 13F portfolio, value $582,552.

    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 48,303 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $491,721.

    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).