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Integrated Wealth Concepts LLC: PULS position timeline

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

Integrated Wealth Concepts LLC held 95,645 PULS 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 95,645 shares
    Change vs previous 13F +50,456 shares

    0.03% of the 13F portfolio, value $4,739,223.

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

  2. period ended2026-03-31
    13F 45,189 shares
    Change vs previous 13F -93,563 shares

    0.02% of the 13F portfolio, value $2,236,851.

    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 138,752 shares
    Change vs previous 13F +21,158 shares

    0.08% of the 13F portfolio, value $6,880,714.

    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 117,594 shares
    Change vs previous 13F -47,637 shares

    0.05% of the 13F portfolio, value $5,859,742.

    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 165,231 shares
    Change vs previous 13F +22,914 shares

    0.08% of the 13F portfolio, value $8,221,888.

    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 142,317 shares
    Change vs previous 13F +4,172 shares

    0.08% of the 13F portfolio, value $7,077,445.

    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 138,145 shares
    Change vs previous 13F +8,941 shares

    0.08% of the 13F portfolio, value $6,845,089.

    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 129,204 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $6,431,797.

    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).