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Integrated Wealth Concepts LLC: ONEY position timeline

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

Integrated Wealth Concepts LLC held 3,397 ONEY 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 3,397 shares
    Change vs previous 13F -357 shares

    <0.01% of the 13F portfolio, value $435,121.

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

  2. period ended2026-03-31
    13F 3,754 shares
    Change vs previous 13F -250 shares

    <0.01% of the 13F portfolio, value $450,613.

    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 4,004 shares
    Change vs previous 13F -18 shares

    0.01% of the 13F portfolio, value $454,690.

    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 4,022 shares
    Change vs previous 13F -103 shares

    <0.01% of the 13F portfolio, value $455,094.

    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 4,125 shares
    Change vs previous 13F -163 shares

    <0.01% of the 13F portfolio, value $446,647.

    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 4,288 shares
    Change vs previous 13F -119 shares

    0.01% of the 13F portfolio, value $468,451.

    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 4,407 shares
    Change vs previous 13F +333 shares

    0.01% of the 13F portfolio, value $479,702.

    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 4,074 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $456,894.

    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).