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Integrated Wealth Concepts LLC: PEP position timeline

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

Integrated Wealth Concepts LLC held 97,167 PEP 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 97,167 shares
    Change vs previous 13F +2,446 shares

    0.09% of the 13F portfolio, value $13,156,396.

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

  2. period ended2026-03-31
    13F 94,721 shares
    Change vs previous 13F +53,062 shares

    0.12% of the 13F portfolio, value $14,709,263.

    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 41,659 shares
    Change vs previous 13F -44,072 shares

    0.07% of the 13F portfolio, value $5,978,933.

    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 85,731 shares
    Change vs previous 13F +3,475 shares

    0.11% of the 13F portfolio, value $12,039,985.

    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 82,256 shares
    Change vs previous 13F +2,345 shares

    0.11% of the 13F portfolio, value $10,861,083.

    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 79,911 shares
    Change vs previous 13F +2,781 shares

    0.14% of the 13F portfolio, value $11,981,844.

    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 77,130 shares
    Change vs previous 13F +2,405 shares

    0.14% of the 13F portfolio, value $11,728,350.

    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 74,725 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $12,706,920.

    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).