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Disclosery

Integrated Wealth Concepts LLC: ORI position timeline

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

Integrated Wealth Concepts LLC held 10,888 ORI 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 10,888 shares
    Change vs previous 13F -651 shares

    <0.01% of the 13F portfolio, value $445,515.

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

  2. period ended2026-03-31
    13F 11,539 shares
    Change vs previous 13F -78,151 shares

    <0.01% of the 13F portfolio, value $460,389.

    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 89,690 shares
    Change vs previous 13F -18,317 shares

    0.05% of the 13F portfolio, value $4,093,437.

    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 108,007 shares
    Change vs previous 13F +7,225 shares

    0.04% of the 13F portfolio, value $4,587,073.

    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 100,782 shares
    Change vs previous 13F +12,070 shares

    0.04% of the 13F portfolio, value $3,874,057.

    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 88,712 shares
    Change vs previous 13F -5,634 shares

    0.04% of the 13F portfolio, value $3,479,276.

    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 94,346 shares
    Change vs previous 13F +10,623 shares

    0.04% of the 13F portfolio, value $3,414,373.

    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 83,723 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,965,491.

    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).