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Disclosery

Integrated Wealth Concepts LLC: OMC position timeline

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

Integrated Wealth Concepts LLC held 10,053 OMC 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 10,053 shares
    Change vs previous 13F -10,755 shares

    <0.01% of the 13F portfolio, value $732,152.

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

  2. period ended2026-03-31
    13F 20,808 shares
    Change vs previous 13F +4,447 shares

    0.01% of the 13F portfolio, value $1,567,088.

    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 16,361 shares
    Change vs previous 13F +3,964 shares

    0.02% of the 13F portfolio, value $1,321,153.

    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 12,397 shares
    Change vs previous 13F +6,770 shares

    0.01% of the 13F portfolio, value $1,010,749.

    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 5,627 shares
    Change vs previous 13F -479 shares

    <0.01% of the 13F portfolio, value $404,796.

    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 6,106 shares
    Change vs previous 13F -9 shares

    0.01% of the 13F portfolio, value $506,259.

    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 6,115 shares
    Change vs previous 13F -93 shares

    0.01% of the 13F portfolio, value $526,096.

    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 6,208 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $641,875.

    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).