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Integrated Wealth Concepts LLC: PYPL position timeline

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

Integrated Wealth Concepts LLC held 26,810 PYPL 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 26,810 shares
    Change vs previous 13F +473 shares

    0.01% of the 13F portfolio, value $1,157,675.

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

  2. period ended2026-03-31
    13F 26,337 shares
    Change vs previous 13F +7,219 shares

    0.01% of the 13F portfolio, value $1,191,219.

    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 19,118 shares
    Change vs previous 13F -13,912 shares

    0.01% of the 13F portfolio, value $1,116,082.

    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 33,030 shares
    Change vs previous 13F -1,491 shares

    0.02% of the 13F portfolio, value $2,214,961.

    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 34,521 shares
    Change vs previous 13F -406 shares

    0.03% of the 13F portfolio, value $2,565,576.

    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 34,927 shares
    Change vs previous 13F -5,254 shares

    0.03% of the 13F portfolio, value $2,278,982.

    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 40,181 shares
    Change vs previous 13F +4,340 shares

    0.04% of the 13F portfolio, value $3,429,453.

    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 35,841 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,796,676.

    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).