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Disclosery

Integrated Wealth Concepts LLC: PCAR position timeline

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

Integrated Wealth Concepts LLC held 6,490 PCAR 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 6,490 shares
    Change vs previous 13F +19 shares

    0.01% of the 13F portfolio, value $779,592.

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

  2. period ended2026-03-31
    13F 6,471 shares
    Change vs previous 13F +3,274 shares

    0.01% of the 13F portfolio, value $747,433.

    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 3,197 shares
    Change vs previous 13F -1,012 shares

    <0.01% of the 13F portfolio, value $350,162.

    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 4,209 shares
    Change vs previous 13F -1,630 shares

    <0.01% of the 13F portfolio, value $413,846.

    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 5,839 shares
    Change vs previous 13F +1,891 shares

    0.01% of the 13F portfolio, value $555,079.

    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 3,948 shares
    Change vs previous 13F -132 shares

    <0.01% of the 13F portfolio, value $384,460.

    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 4,080 shares
    Change vs previous 13F -731 shares

    <0.01% of the 13F portfolio, value $424,406.

    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 4,811 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $474,712.

    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).