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Disclosery

Integrated Wealth Concepts LLC: OSCV position timeline

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

Integrated Wealth Concepts LLC held 2,377,150 OSCV 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 2,377,150 shares
    Change vs previous 13F +65,812 shares

    0.66% of the 13F portfolio, value $100,291,880.

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

  2. period ended2026-03-31
    13F 2,311,338 shares
    Change vs previous 13F +329,270 shares

    0.73% of the 13F portfolio, value $91,159,138.

    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 1,982,068 shares
    Change vs previous 13F -223,916 shares

    0.87% of the 13F portfolio, value $73,395,960.

    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 2,205,984 shares
    Change vs previous 13F +236,757 shares

    0.75% of the 13F portfolio, value $84,334,732.

    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 1,969,227 shares
    Change vs previous 13F +550,705 shares

    0.71% of the 13F portfolio, value $71,108,750.

    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 1,418,522 shares
    Change vs previous 13F +428,888 shares

    0.58% of the 13F portfolio, value $49,435,493.

    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 989,634 shares
    Change vs previous 13F +113,615 shares

    0.43% of the 13F portfolio, value $36,606,595.

    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 876,019 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $32,806,894.

    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).