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Integrated Wealth Concepts LLC: PSX position timeline

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

Integrated Wealth Concepts LLC held 21,352 PSX 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 21,352 shares
    Change vs previous 13F -2,739 shares

    0.02% of the 13F portfolio, value $3,609,507.

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

  2. period ended2026-03-31
    13F 24,091 shares
    Change vs previous 13F +14,597 shares

    0.04% of the 13F portfolio, value $4,388,915.

    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 9,494 shares
    Change vs previous 13F -5,127 shares

    0.01% of the 13F portfolio, value $1,225,085.

    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 14,621 shares
    Change vs previous 13F +2,767 shares

    0.02% of the 13F portfolio, value $1,988,769.

    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 11,854 shares
    Change vs previous 13F +1,891 shares

    0.01% of the 13F portfolio, value $1,414,238.

    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 9,963 shares
    Change vs previous 13F +266 shares

    0.01% of the 13F portfolio, value $1,230,181.

    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 9,697 shares
    Change vs previous 13F -72 shares

    0.01% of the 13F portfolio, value $1,104,807.

    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 9,769 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,284,130.

    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).