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Disclosery

Integrated Wealth Concepts LLC: PM position timeline

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

Integrated Wealth Concepts LLC held 57,562 PM 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 57,562 shares
    Change vs previous 13F -3,750 shares

    0.07% of the 13F portfolio, value $10,413,603.

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

  2. period ended2026-03-31
    13F 61,312 shares
    Change vs previous 13F +32,647 shares

    0.08% of the 13F portfolio, value $10,137,259.

    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 28,665 shares
    Change vs previous 13F -26,025 shares

    0.05% of the 13F portfolio, value $4,597,851.

    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 54,690 shares
    Change vs previous 13F +1,526 shares

    0.08% of the 13F portfolio, value $8,870,653.

    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 53,164 shares
    Change vs previous 13F +8,523 shares

    0.1% of the 13F portfolio, value $9,682,721.

    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 44,641 shares
    Change vs previous 13F -791 shares

    0.08% of the 13F portfolio, value $7,085,922.

    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 45,432 shares
    Change vs previous 13F +766 shares

    0.06% of the 13F portfolio, value $5,467,715.

    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 44,666 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $5,422,407.

    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).