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Integrated Wealth Concepts LLC: QDPL position timeline

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

Integrated Wealth Concepts LLC held 59,022 QDPL 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 59,022 shares
    Change vs previous 13F +3,555 shares

    0.02% of the 13F portfolio, value $2,660,123.

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

  2. period ended2026-03-31
    13F 55,467 shares
    Change vs previous 13F +1,423 shares

    0.02% of the 13F portfolio, value $2,226,394.

    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 54,044 shares
    Change vs previous 13F +814 shares

    0.03% of the 13F portfolio, value $2,295,803.

    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 53,230 shares
    Change vs previous 13F +1,435 shares

    0.02% of the 13F portfolio, value $2,230,357.

    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 51,795 shares
    Change vs previous 13F +7,012 shares

    0.02% of the 13F portfolio, value $2,043,821.

    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 44,783 shares
    Change vs previous 13F -3,040 shares

    0.02% of the 13F portfolio, value $1,635,491.

    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 47,823 shares
    Change vs previous 13F +782 shares

    0.02% of the 13F portfolio, value $1,835,937.

    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 47,041 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,785,661.

    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).