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Integrated Wealth Concepts LLC: OMFL position timeline

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

Integrated Wealth Concepts LLC held 237,096 OMFL 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 237,096 shares
    Change vs previous 13F -8,186 shares

    0.11% of the 13F portfolio, value $16,250,569.

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

  2. period ended2026-03-31
    13F 245,282 shares
    Change vs previous 13F -3,677 shares

    0.12% of the 13F portfolio, value $14,746,351.

    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 248,959 shares
    Change vs previous 13F +4,719 shares

    0.18% of the 13F portfolio, value $15,218,851.

    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 244,240 shares
    Change vs previous 13F +27,447 shares

    0.13% of the 13F portfolio, value $14,717,933.

    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 216,793 shares
    Change vs previous 13F +5,724 shares

    0.13% of the 13F portfolio, value $12,526,322.

    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 211,069 shares
    Change vs previous 13F +1,459 shares

    0.13% of the 13F portfolio, value $11,252,106.

    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 209,610 shares
    Change vs previous 13F -11,010 shares

    0.13% of the 13F portfolio, value $11,367,160.

    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 220,620 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $11,690,697.

    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).