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Integrated Wealth Concepts LLC: PLUG position timeline

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

Integrated Wealth Concepts LLC held 18,748 PLUG 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 18,748 shares
    Change vs previous 13F -614 shares

    <0.01% of the 13F portfolio, value $50,807.

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

  2. period ended2026-03-31
    13F 19,362 shares
    Change vs previous 13F +1,361 shares

    <0.01% of the 13F portfolio, value $43,758.

    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 18,001 shares
    Change vs previous 13F -2,874 shares

    <0.01% of the 13F portfolio, value $35,462.

    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 20,875 shares
    Change vs previous 13F -4,435 shares

    <0.01% of the 13F portfolio, value $48,639.

    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 25,310 shares
    Change vs previous 13F +3,745 shares

    <0.01% of the 13F portfolio, value $37,714.

    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 21,565 shares
    Change vs previous 13F +2,400 shares

    <0.01% of the 13F portfolio, value $29,113.

    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 19,165 shares
    Change vs previous 13F -1,504 shares

    <0.01% of the 13F portfolio, value $40,822.

    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 20,669 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $46,712.

    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).