Skip to content
Disclosery

Integrated Wealth Concepts LLC: PWZ position timeline

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

Integrated Wealth Concepts LLC held 96,135 PWZ 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 96,135 shares
    Change vs previous 13F -3,646 shares

    0.02% of the 13F portfolio, value $2,356,261.

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

  2. period ended2026-03-31
    13F 99,781 shares
    Change vs previous 13F +61,973 shares

    0.02% of the 13F portfolio, value $2,381,766.

    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 37,808 shares
    Change vs previous 13F -10,410 shares

    0.01% of the 13F portfolio, value $913,435.

    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 48,218 shares
    Change vs previous 13F +9,624 shares

    0.01% of the 13F portfolio, value $1,153,368.

    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 38,594 shares
    Change vs previous 13F +2,275 shares

    0.01% of the 13F portfolio, value $900,796.

    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 36,319 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $866,217.

    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).