Skip to content
Disclosery

Integrated Wealth Concepts LLC: PTLC position timeline

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

Integrated Wealth Concepts LLC held 35,845 PTLC 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 35,845 shares
    Change vs previous 13F +661 shares

    0.01% of the 13F portfolio, value $2,088,326.

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

  2. period ended2026-03-31
    13F 35,184 shares
    Change vs previous 13F -1,889 shares

    0.01% of the 13F portfolio, value $1,845,759.

    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 37,073 shares
    Change vs previous 13F +146 shares

    0.02% of the 13F portfolio, value $2,060,514.

    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 36,927 shares
    Change vs previous 13F +18,482 shares

    0.02% of the 13F portfolio, value $2,022,124.

    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 18,445 shares
    Change vs previous 13F +12,535 shares

    0.01% of the 13F portfolio, value $936,271.

    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 5,910 shares
    Change vs previous 13F -6,083 shares

    <0.01% of the 13F portfolio, value $304,073.

    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 11,993 shares
    Change vs previous 13F +22 shares

    0.01% of the 13F portfolio, value $640,932.

    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 11,971 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $629,105.

    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).