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Disclosery

Integrated Wealth Concepts LLC: PINS position timeline

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

Integrated Wealth Concepts LLC held 12,659 PINS 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 12,659 shares
    Change vs previous 13F -3,892 shares

    <0.01% of the 13F portfolio, value $266,213.

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

  2. period ended2026-03-31
    13F 16,551 shares
    Change vs previous 13F -24,559 shares

    <0.01% of the 13F portfolio, value $303,543.

    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 41,110 shares
    Change vs previous 13F +2,716 shares

    0.01% of the 13F portfolio, value $1,064,335.

    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 38,394 shares
    Change vs previous 13F +2,335 shares

    0.01% of the 13F portfolio, value $1,235,129.

    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 36,059 shares
    Change vs previous 13F +25,116 shares

    0.01% of the 13F portfolio, value $1,293,076.

    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 10,943 shares
    Change vs previous 13F +607 shares

    <0.01% of the 13F portfolio, value $339,228.

    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 10,336 shares
    Change vs previous 13F -980 shares

    <0.01% of the 13F portfolio, value $299,744.

    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 11,316 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $366,300.

    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).