Skip to content
Disclosery

Integrated Wealth Concepts LLC: ORCL position timeline

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

Integrated Wealth Concepts LLC held 91,204 ORCL 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 91,204 shares
    Change vs previous 13F +9,579 shares

    0.09% of the 13F portfolio, value $13,365,936.

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

  2. period ended2026-03-31
    13F 81,625 shares
    Change vs previous 13F +25,480 shares

    0.1% of the 13F portfolio, value $12,007,899.

    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 56,145 shares
    Change vs previous 13F -16,043 shares

    0.13% of the 13F portfolio, value $10,943,132.

    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 72,188 shares
    Change vs previous 13F +64 shares

    0.18% of the 13F portfolio, value $20,302,027.

    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 72,124 shares
    Change vs previous 13F +9,567 shares

    0.16% of the 13F portfolio, value $15,768,396.

    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 62,557 shares
    Change vs previous 13F -1,508 shares

    0.1% of the 13F portfolio, value $8,746,043.

    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 64,065 shares
    Change vs previous 13F +4,550 shares

    0.12% of the 13F portfolio, value $10,675,773.

    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 59,515 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $10,141,377.

    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).