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Integrated Wealth Concepts LLC: PRF position timeline

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

Integrated Wealth Concepts LLC held 42,618 PRF 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 42,618 shares
    Change vs previous 13F +10,327 shares

    0.02% of the 13F portfolio, value $2,302,635.

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

  2. period ended2026-03-31
    13F 32,291 shares
    Change vs previous 13F +21,393 shares

    0.01% of the 13F portfolio, value $1,534,814.

    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 10,898 shares
    Change vs previous 13F -19,405 shares

    0.01% of the 13F portfolio, value $511,328.

    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 30,303 shares
    Change vs previous 13F -1,329 shares

    0.01% of the 13F portfolio, value $1,370,004.

    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 31,632 shares
    Change vs previous 13F -303 shares

    0.01% of the 13F portfolio, value $1,337,098.

    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 31,935 shares
    Change vs previous 13F +3,435 shares

    0.02% of the 13F portfolio, value $1,290,493.

    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 28,500 shares
    Change vs previous 13F +8,426 shares

    0.01% of the 13F portfolio, value $1,149,691.

    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 20,074 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $815,607.

    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).