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Integrated Wealth Concepts LLC: PPA position timeline

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

Integrated Wealth Concepts LLC held 9,850 PPA 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 9,850 shares
    Change vs previous 13F +78 shares

    0.01% of the 13F portfolio, value $1,740,081.

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

  2. period ended2026-03-31
    13F 9,772 shares
    Change vs previous 13F -2,561 shares

    0.01% of the 13F portfolio, value $1,619,271.

    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 12,333 shares
    Change vs previous 13F -1,252 shares

    0.02% of the 13F portfolio, value $1,931,784.

    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 13,585 shares
    Change vs previous 13F -207 shares

    0.02% of the 13F portfolio, value $2,111,857.

    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 13,792 shares
    Change vs previous 13F -3,567 shares

    0.02% of the 13F portfolio, value $1,954,126.

    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 17,359 shares
    Change vs previous 13F +6,149 shares

    0.02% of the 13F portfolio, value $2,023,230.

    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 11,210 shares
    Change vs previous 13F +1,117 shares

    0.01% of the 13F portfolio, value $1,286,163.

    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 10,093 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,160,376.

    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).