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Disclosery

Integrated Wealth Concepts LLC: PCG position timeline

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

Integrated Wealth Concepts LLC held 245,990 PCG 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 245,990 shares
    Change vs previous 13F -25,732 shares

    0.03% of the 13F portfolio, value $4,137,556.

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

  2. period ended2026-03-31
    13F 271,722 shares
    Change vs previous 13F +139,643 shares

    0.04% of the 13F portfolio, value $4,774,151.

    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 132,079 shares
    Change vs previous 13F +11,501 shares

    0.03% of the 13F portfolio, value $2,122,513.

    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 120,578 shares
    Change vs previous 13F +37,040 shares

    0.02% of the 13F portfolio, value $1,818,310.

    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 83,538 shares
    Change vs previous 13F +48,396 shares

    0.01% of the 13F portfolio, value $1,164,514.

    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 35,142 shares
    Change vs previous 13F -5,326 shares

    0.01% of the 13F portfolio, value $603,747.

    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 40,468 shares
    Change vs previous 13F +8,478 shares

    0.01% of the 13F portfolio, value $816,645.

    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 31,990 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $632,432.

    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).