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Disclosery

Integrated Wealth Concepts LLC: PLTR position timeline

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

Integrated Wealth Concepts LLC held 185,422 PLTR 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 185,422 shares
    Change vs previous 13F +19,340 shares

    0.14% of the 13F portfolio, value $21,633,213.

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

  2. period ended2026-03-31
    13F 166,082 shares
    Change vs previous 13F +38,690 shares

    0.19% of the 13F portfolio, value $24,294,404.

    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 127,392 shares
    Change vs previous 13F -31,769 shares

    0.27% of the 13F portfolio, value $22,643,944.

    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 159,161 shares
    Change vs previous 13F +2,961 shares

    0.26% of the 13F portfolio, value $29,034,213.

    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 156,200 shares
    Change vs previous 13F +14,636 shares

    0.21% of the 13F portfolio, value $21,293,188.

    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 141,564 shares
    Change vs previous 13F +779 shares

    0.14% of the 13F portfolio, value $11,947,963.

    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 140,785 shares
    Change vs previous 13F +4,231 shares

    0.12% of the 13F portfolio, value $10,647,591.

    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 136,554 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $5,079,814.

    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).