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Integrated Wealth Concepts LLC: MUNI position timeline

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

Integrated Wealth Concepts LLC held 133,073 MUNI 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 133,073 shares
    Change vs previous 13F +11,642 shares

    0.05% of the 13F portfolio, value $6,999,660.

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

  2. period ended2026-03-31
    13F 121,431 shares
    Change vs previous 13F +14,868 shares

    0.05% of the 13F portfolio, value $6,337,487.

    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 106,563 shares
    Change vs previous 13F +3,588 shares

    0.07% of the 13F portfolio, value $5,584,986.

    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 102,975 shares
    Change vs previous 13F +16,384 shares

    0.05% of the 13F portfolio, value $5,383,545.

    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 86,591 shares
    Change vs previous 13F -17,922 shares

    0.04% of the 13F portfolio, value $4,447,306.

    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 104,513 shares
    Change vs previous 13F +42,633 shares

    0.06% of the 13F portfolio, value $5,387,623.

    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 61,880 shares
    Change vs previous 13F -166 shares

    0.04% of the 13F portfolio, value $3,201,072.

    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 62,046 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,287,174.

    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).