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Disclosery

Integrated Wealth Concepts LLC: PTA position timeline

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

Integrated Wealth Concepts LLC held 10,264 PTA 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 10,264 shares
    Change vs previous 13F -1,525 shares

    <0.01% of the 13F portfolio, value $196,860.

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

  2. period ended2026-03-31
    13F 11,789 shares
    Change vs previous 13F +256 shares

    <0.01% of the 13F portfolio, value $220,919.

    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 11,533 shares
    Change vs previous 13F -7,545 shares

    <0.01% of the 13F portfolio, value $222,708.

    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 19,078 shares
    Change vs previous 13F -789 shares

    <0.01% of the 13F portfolio, value $389,386.

    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 19,867 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $393,360.

    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).