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Disclosery

Integrated Wealth Concepts LLC: PL position timeline

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

Integrated Wealth Concepts LLC held 46,045 PL 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 46,045 shares
    Change vs previous 13F -13,904 shares

    0.01% of the 13F portfolio, value $1,525,472.

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

  2. period ended2026-03-31
    13F 59,949 shares
    Change vs previous 13F -5,154 shares

    0.01% of the 13F portfolio, value $1,675,576.

    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 65,103 shares
    Change vs previous 13F -1,206 shares

    0.02% of the 13F portfolio, value $1,283,831.

    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 66,309 shares
    Change vs previous 13F -3,793 shares

    0.01% of the 13F portfolio, value $860,691.

    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 70,102 shares
    Change vs previous 13F +14,302 shares

    <0.01% of the 13F portfolio, value $427,623.

    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 55,800 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $188,604.

    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).