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Integrated Wealth Concepts LLC: PHYS position timeline

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

Integrated Wealth Concepts LLC held 647,375 PHYS 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 647,375 shares
    Change vs previous 13F +9,833 shares

    0.13% of the 13F portfolio, value $19,531,309.

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

  2. period ended2026-03-31
    13F 637,542 shares
    Change vs previous 13F +117,464 shares

    0.18% of the 13F portfolio, value $22,594,499.

    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 520,078 shares
    Change vs previous 13F +10,221 shares

    0.2% of the 13F portfolio, value $17,172,970.

    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 509,857 shares
    Change vs previous 13F +62,555 shares

    0.14% of the 13F portfolio, value $15,101,949.

    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 447,302 shares
    Change vs previous 13F -124,398 shares

    0.11% of the 13F portfolio, value $11,339,099.

    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 571,700 shares
    Change vs previous 13F -84,407 shares

    0.16% of the 13F portfolio, value $13,755,110.

    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 656,107 shares
    Change vs previous 13F +23,162 shares

    0.15% of the 13F portfolio, value $13,214,003.

    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 632,945 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $12,899,427.

    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).