Skip to content
Disclosery

Integrated Wealth Concepts LLC: PCT position timeline

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

Integrated Wealth Concepts LLC held 71,442 PCT 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 71,442 shares
    Change vs previous 13F +1,625 shares

    <0.01% of the 13F portfolio, value $579,395.

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

  2. period ended2026-03-31
    13F 69,817 shares
    Change vs previous 13F +42,624 shares

    <0.01% of the 13F portfolio, value $362,350.

    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 27,193 shares
    Change vs previous 13F -1,371 shares

    <0.01% of the 13F portfolio, value $233,588.

    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 28,564 shares
    Change vs previous 13F +2,594 shares

    <0.01% of the 13F portfolio, value $375,616.

    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 25,970 shares
    Change vs previous 13F -10,601 shares

    <0.01% of the 13F portfolio, value $355,790.

    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 36,571 shares
    Change vs previous 13F +1,516 shares

    <0.01% of the 13F portfolio, value $253,072.

    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 35,055 shares
    Change vs previous 13F +590 shares

    <0.01% of the 13F portfolio, value $359,314.

    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 34,465 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $327,418.

    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).