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Integrated Wealth Concepts LLC: PWB position timeline

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

Integrated Wealth Concepts LLC held 22,903 PWB 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 22,903 shares
    Change vs previous 13F +933 shares

    0.03% of the 13F portfolio, value $3,858,241.

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

  2. period ended2026-03-31
    13F 21,970 shares
    Change vs previous 13F +4,638 shares

    0.02% of the 13F portfolio, value $2,766,681.

    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 17,332 shares
    Change vs previous 13F -1,170 shares

    0.03% of the 13F portfolio, value $2,203,070.

    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 18,502 shares
    Change vs previous 13F +8,588 shares

    0.02% of the 13F portfolio, value $2,320,523.

    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 9,914 shares
    Change vs previous 13F +3,559 shares

    0.01% of the 13F portfolio, value $1,164,308.

    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 6,355 shares
    Change vs previous 13F -14,961 shares

    0.01% of the 13F portfolio, value $610,335.

    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 21,316 shares
    Change vs previous 13F +1,334 shares

    0.03% of the 13F portfolio, value $2,168,667.

    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 19,982 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,971,897.

    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).