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Integrated Wealth Concepts LLC: PJAN position timeline

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

Integrated Wealth Concepts LLC held 14,115 PJAN 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 14,115 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $698,551.

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

  2. period ended2026-03-31
    13F 14,115 shares
    Change vs previous 13F -91,213 shares

    0.01% of the 13F portfolio, value $651,125.

    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 105,328 shares
    Change vs previous 13F -152 shares

    0.06% of the 13F portfolio, value $4,952,523.

    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 105,480 shares
    Change vs previous 13F -196 shares

    0.04% of the 13F portfolio, value $4,830,457.

    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 105,676 shares
    Change vs previous 13F -1,000 shares

    0.05% of the 13F portfolio, value $4,655,028.

    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 106,676 shares
    Change vs previous 13F -2,814 shares

    0.05% of the 13F portfolio, value $4,423,854.

    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 109,490 shares
    Change vs previous 13F -3,082 shares

    0.05% of the 13F portfolio, value $4,625,953.

    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 112,572 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $4,651,475.

    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).