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Integrated Wealth Concepts LLC: PFE position timeline

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

Integrated Wealth Concepts LLC held 458,762 PFE 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 458,762 shares
    Change vs previous 13F -27,919 shares

    0.07% of the 13F portfolio, value $11,046,984.

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

  2. period ended2026-03-31
    13F 486,681 shares
    Change vs previous 13F +222,593 shares

    0.11% of the 13F portfolio, value $13,665,992.

    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 264,088 shares
    Change vs previous 13F -229,066 shares

    0.08% of the 13F portfolio, value $6,575,810.

    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 493,154 shares
    Change vs previous 13F -13,582 shares

    0.11% of the 13F portfolio, value $12,565,578.

    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 506,736 shares
    Change vs previous 13F +25,571 shares

    0.12% of the 13F portfolio, value $12,283,272.

    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 481,165 shares
    Change vs previous 13F -10,984 shares

    0.14% of the 13F portfolio, value $12,192,710.

    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 492,149 shares
    Change vs previous 13F +3,392 shares

    0.15% of the 13F portfolio, value $13,056,721.

    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 488,757 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $14,144,645.

    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).