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Integrated Wealth Concepts LLC: PG position timeline

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

Integrated Wealth Concepts LLC held 233,351 PG 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 233,351 shares
    Change vs previous 13F +44,066 shares

    0.22% of the 13F portfolio, value $34,218,533.

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

  2. period ended2026-03-31
    13F 189,285 shares
    Change vs previous 13F +87,790 shares

    0.22% of the 13F portfolio, value $27,340,277.

    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 101,495 shares
    Change vs previous 13F -65,801 shares

    0.17% of the 13F portfolio, value $14,545,188.

    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 167,296 shares
    Change vs previous 13F +2,904 shares

    0.23% of the 13F portfolio, value $25,705,059.

    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 164,392 shares
    Change vs previous 13F +2,373 shares

    0.26% of the 13F portfolio, value $26,190,979.

    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 162,019 shares
    Change vs previous 13F +3,628 shares

    0.32% of the 13F portfolio, value $27,611,357.

    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 158,391 shares
    Change vs previous 13F +12,103 shares

    0.31% of the 13F portfolio, value $26,554,308.

    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 146,288 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $25,337,143.

    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).