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Integrated Wealth Concepts LLC: PBR position timeline

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

Integrated Wealth Concepts LLC held 77,136 PBR 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 77,136 shares
    Change vs previous 13F +15,297 shares

    0.01% of the 13F portfolio, value $1,246,517.

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

  2. period ended2026-03-31
    13F 61,839 shares
    Change vs previous 13F +4,640 shares

    0.01% of the 13F portfolio, value $1,283,161.

    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 57,199 shares
    Change vs previous 13F -4,512 shares

    0.01% of the 13F portfolio, value $677,816.

    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 61,711 shares
    Change vs previous 13F +5,225 shares

    0.01% of the 13F portfolio, value $781,266.

    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 56,486 shares
    Change vs previous 13F -3,709 shares

    0.01% of the 13F portfolio, value $706,635.

    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 60,195 shares
    Change vs previous 13F -103,647 shares

    0.01% of the 13F portfolio, value $863,196.

    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 163,842 shares
    Change vs previous 13F -4,718 shares

    0.02% of the 13F portfolio, value $2,107,006.

    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 168,560 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,428,945.

    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).