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Integrated Wealth Concepts LLC: PSLV position timeline

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

Integrated Wealth Concepts LLC held 151,118 PSLV 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 151,118 shares
    Change vs previous 13F -39,749 shares

    0.02% of the 13F portfolio, value $2,851,590.

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

  2. period ended2026-03-31
    13F 190,867 shares
    Change vs previous 13F +170,290 shares

    0.04% of the 13F portfolio, value $4,655,238.

    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 20,577 shares
    Change vs previous 13F -174,159 shares

    0.01% of the 13F portfolio, value $486,644.

    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 194,736 shares
    Change vs previous 13F +1,268 shares

    0.03% of the 13F portfolio, value $3,057,356.

    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 193,468 shares
    Change vs previous 13F -5,589 shares

    0.02% of the 13F portfolio, value $2,368,054.

    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 199,057 shares
    Change vs previous 13F +1,107 shares

    0.03% of the 13F portfolio, value $2,309,056.

    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 197,950 shares
    Change vs previous 13F -15,094 shares

    0.02% of the 13F portfolio, value $1,910,213.

    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 213,044 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,226,310.

    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).