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Integrated Wealth Concepts LLC: OBDC position timeline

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

Integrated Wealth Concepts LLC held 15,477 OBDC 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 15,477 shares
    Change vs previous 13F -2,444 shares

    <0.01% of the 13F portfolio, value $168,240.

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

  2. period ended2026-03-31
    13F 17,921 shares
    Change vs previous 13F +1,956 shares

    <0.01% of the 13F portfolio, value $198,208.

    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 15,965 shares
    Change vs previous 13F +707 shares

    <0.01% of the 13F portfolio, value $198,451.

    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 15,258 shares
    Change vs previous 13F -33,097 shares

    <0.01% of the 13F portfolio, value $194,842.

    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 48,355 shares
    Change vs previous 13F +5,286 shares

    0.01% of the 13F portfolio, value $693,418.

    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 43,069 shares
    Change vs previous 13F +29,521 shares

    0.01% of the 13F portfolio, value $631,397.

    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 13,548 shares
    Change vs previous 13F +289 shares

    <0.01% of the 13F portfolio, value $204,838.

    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 13,259 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $193,187.

    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).