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Integrated Wealth Concepts LLC: OXY position timeline

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

Integrated Wealth Concepts LLC held 75,926 OXY 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 75,926 shares
    Change vs previous 13F +7,668 shares

    0.02% of the 13F portfolio, value $3,687,742.

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

  2. period ended2026-03-31
    13F 68,258 shares
    Change vs previous 13F +35,399 shares

    0.04% of the 13F portfolio, value $4,436,780.

    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 32,859 shares
    Change vs previous 13F -26,498 shares

    0.02% of the 13F portfolio, value $1,351,173.

    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 59,357 shares
    Change vs previous 13F -1,256 shares

    0.03% of the 13F portfolio, value $2,804,623.

    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 60,613 shares
    Change vs previous 13F +3,691 shares

    0.03% of the 13F portfolio, value $2,546,330.

    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 56,922 shares
    Change vs previous 13F +4,600 shares

    0.03% of the 13F portfolio, value $2,809,691.

    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 52,322 shares
    Change vs previous 13F +177 shares

    0.03% of the 13F portfolio, value $2,585,218.

    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 52,145 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,687,547.

    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).