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Integrated Wealth Concepts LLC: PYLD position timeline

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

Integrated Wealth Concepts LLC held 1,697,605 PYLD 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 1,697,605 shares
    Change vs previous 13F +212,964 shares

    0.29% of the 13F portfolio, value $45,020,494.

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

  2. period ended2026-03-31
    13F 1,484,641 shares
    Change vs previous 13F +461,143 shares

    0.31% of the 13F portfolio, value $38,897,595.

    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 1,023,498 shares
    Change vs previous 13F -252,142 shares

    0.32% of the 13F portfolio, value $27,306,916.

    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 1,275,640 shares
    Change vs previous 13F +939,080 shares

    0.31% of the 13F portfolio, value $34,238,166.

    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 336,560 shares
    Change vs previous 13F +38,016 shares

    0.09% of the 13F portfolio, value $8,932,299.

    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 298,544 shares
    Change vs previous 13F -62,784 shares

    0.09% of the 13F portfolio, value $7,866,626.

    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 361,328 shares
    Change vs previous 13F +3,102 shares

    0.11% of the 13F portfolio, value $9,365,629.

    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 358,226 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $9,546,709.

    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).