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Integrated Wealth Concepts LLC: PWR position timeline

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

Integrated Wealth Concepts LLC held 36,163 PWR 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 36,163 shares
    Change vs previous 13F +6,240 shares

    0.17% of the 13F portfolio, value $26,038,745.

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

  2. period ended2026-03-31
    13F 29,923 shares
    Change vs previous 13F +3,839 shares

    0.13% of the 13F portfolio, value $16,428,066.

    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 26,084 shares
    Change vs previous 13F -5,753 shares

    0.13% of the 13F portfolio, value $11,008,772.

    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 31,837 shares
    Change vs previous 13F +2,351 shares

    0.12% of the 13F portfolio, value $13,193,948.

    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 29,486 shares
    Change vs previous 13F +4,234 shares

    0.11% of the 13F portfolio, value $11,148,165.

    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 25,252 shares
    Change vs previous 13F +424 shares

    0.07% of the 13F portfolio, value $6,418,482.

    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 24,828 shares
    Change vs previous 13F +3,184 shares

    0.09% of the 13F portfolio, value $7,846,902.

    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 21,644 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $6,453,109.

    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).