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Disclosery

Integrated Wealth Concepts LLC: OTIS position timeline

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

Integrated Wealth Concepts LLC held 11,145 OTIS 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 11,145 shares
    Change vs previous 13F +1,207 shares

    0.01% of the 13F portfolio, value $797,982.

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

  2. period ended2026-03-31
    13F 9,938 shares
    Change vs previous 13F +2,395 shares

    0.01% of the 13F portfolio, value $766,034.

    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 7,543 shares
    Change vs previous 13F -1,243 shares

    0.01% of the 13F portfolio, value $658,907.

    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 8,786 shares
    Change vs previous 13F -1,775 shares

    0.01% of the 13F portfolio, value $803,289.

    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 10,561 shares
    Change vs previous 13F +3,564 shares

    0.01% of the 13F portfolio, value $1,045,737.

    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 6,997 shares
    Change vs previous 13F +63 shares

    0.01% of the 13F portfolio, value $722,142.

    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 6,934 shares
    Change vs previous 13F -831 shares

    0.01% of the 13F portfolio, value $642,175.

    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 7,765 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $807,055.

    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).