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Integrated Wealth Concepts LLC: PZA position timeline

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

Integrated Wealth Concepts LLC held 381,848 PZA 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 381,848 shares
    Change vs previous 13F +121,104 shares

    0.06% of the 13F portfolio, value $8,981,059.

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

  2. period ended2026-03-31
    13F 260,744 shares
    Change vs previous 13F +39,172 shares

    0.05% of the 13F portfolio, value $5,991,887.

    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 221,572 shares
    Change vs previous 13F +44,664 shares

    0.06% of the 13F portfolio, value $5,138,263.

    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 176,908 shares
    Change vs previous 13F +54,112 shares

    0.04% of the 13F portfolio, value $4,084,801.

    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 122,796 shares
    Change vs previous 13F -12,329 shares

    0.03% of the 13F portfolio, value $2,749,397.

    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 135,125 shares
    Change vs previous 13F +58,167 shares

    0.04% of the 13F portfolio, value $3,113,275.

    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 76,958 shares
    Change vs previous 13F +12,317 shares

    0.02% of the 13F portfolio, value $1,816,977.

    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 64,641 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,561,080.

    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).