Skip to content
Disclosery

Integrated Wealth Concepts LLC: PEG position timeline

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

Integrated Wealth Concepts LLC held 36,316 PEG 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 36,316 shares
    Change vs previous 13F +14,694 shares

    0.02% of the 13F portfolio, value $2,947,370.

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

  2. period ended2026-03-31
    13F 21,622 shares
    Change vs previous 13F +8,113 shares

    0.01% of the 13F portfolio, value $1,750,315.

    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 13,509 shares
    Change vs previous 13F +2,702 shares

    0.01% of the 13F portfolio, value $1,084,817.

    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 10,807 shares
    Change vs previous 13F -1,217 shares

    0.01% of the 13F portfolio, value $901,973.

    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 12,024 shares
    Change vs previous 13F -2,010 shares

    0.01% of the 13F portfolio, value $1,012,152.

    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 14,034 shares
    Change vs previous 13F +744 shares

    0.01% of the 13F portfolio, value $1,154,974.

    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 13,290 shares
    Change vs previous 13F +108 shares

    0.01% of the 13F portfolio, value $1,122,910.

    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 13,182 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,175,980.

    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).