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Integrated Wealth Concepts LLC: PDBC position timeline

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

Integrated Wealth Concepts LLC held 226,655 PDBC 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 226,655 shares
    Change vs previous 13F +18,845 shares

    0.02% of the 13F portfolio, value $3,599,278.

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

  2. period ended2026-03-31
    13F 207,810 shares
    Change vs previous 13F -8,178 shares

    0.03% of the 13F portfolio, value $3,599,273.

    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 215,988 shares
    Change vs previous 13F +2,015 shares

    0.03% of the 13F portfolio, value $2,861,932.

    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 213,973 shares
    Change vs previous 13F -378 shares

    0.03% of the 13F portfolio, value $2,873,660.

    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 214,351 shares
    Change vs previous 13F +9,750 shares

    0.03% of the 13F portfolio, value $2,795,137.

    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 204,601 shares
    Change vs previous 13F +160,095 shares

    0.03% of the 13F portfolio, value $2,788,717.

    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 44,506 shares
    Change vs previous 13F -2,001 shares

    0.01% of the 13F portfolio, value $578,142.

    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 46,507 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $624,588.

    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).