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Disclosery

Integrated Wealth Concepts LLC: P position timeline

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

Integrated Wealth Concepts LLC held 22,437 P 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 22,437 shares
    Change vs previous 13F -4,423 shares

    0.01% of the 13F portfolio, value $1,767,813.

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

  2. period ended2026-03-31
    13F 26,860 shares
    Change vs previous 13F +18,623 shares

    0.01% of the 13F portfolio, value $1,585,811.

    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 8,237 shares
    Change vs previous 13F -9,547 shares

    0.01% of the 13F portfolio, value $551,961.

    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 17,784 shares
    Change vs previous 13F +29 shares

    0.01% of the 13F portfolio, value $1,490,475.

    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 17,755 shares
    Change vs previous 13F +5,532 shares

    0.01% of the 13F portfolio, value $1,022,333.

    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 12,223 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $541,112.

    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).