Skip to content
Disclosery

Integrated Wealth Concepts LLC: ONEQ position timeline

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

Integrated Wealth Concepts LLC held 5,246 ONEQ 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 5,246 shares
    Change vs previous 13F -289 shares

    <0.01% of the 13F portfolio, value $541,489.

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

  2. period ended2026-03-31
    13F 5,535 shares
    Change vs previous 13F +2,795 shares

    <0.01% of the 13F portfolio, value $469,973.

    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 2,740 shares
    Change vs previous 13F -3,103 shares

    <0.01% of the 13F portfolio, value $250,443.

    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 5,843 shares
    Change vs previous 13F -140 shares

    <0.01% of the 13F portfolio, value $520,772.

    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 5,983 shares
    Change vs previous 13F +911 shares

    <0.01% of the 13F portfolio, value $479,248.

    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 5,072 shares
    Change vs previous 13F +525 shares

    <0.01% of the 13F portfolio, value $345,258.

    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 4,547 shares
    Change vs previous 13F +1,242 shares

    <0.01% of the 13F portfolio, value $345,820.

    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 3,305 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $236,606.

    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).