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Disclosery

Integrated Wealth Concepts LLC: PHO position timeline

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

Integrated Wealth Concepts LLC held 28,261 PHO 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 28,261 shares
    Change vs previous 13F +14,723 shares

    0.01% of the 13F portfolio, value $1,952,283.

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

  2. period ended2026-03-31
    13F 13,538 shares
    Change vs previous 13F +1,426 shares

    0.01% of the 13F portfolio, value $905,172.

    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 12,112 shares
    Change vs previous 13F -2,263 shares

    0.01% of the 13F portfolio, value $852,802.

    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 14,375 shares
    Change vs previous 13F +689 shares

    0.01% of the 13F portfolio, value $1,036,565.

    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 13,686 shares
    Change vs previous 13F +2,213 shares

    0.01% of the 13F portfolio, value $956,791.

    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 11,473 shares
    Change vs previous 13F -779 shares

    0.01% of the 13F portfolio, value $740,237.

    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 12,252 shares
    Change vs previous 13F +778 shares

    0.01% of the 13F portfolio, value $806,088.

    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 11,474 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $809,360.

    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).