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Integrated Wealth Concepts LLC: QGRO position timeline

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

Integrated Wealth Concepts LLC held 26,845 QGRO 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 26,845 shares
    Change vs previous 13F -1,564 shares

    0.02% of the 13F portfolio, value $3,169,107.

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

  2. period ended2026-03-31
    13F 28,409 shares
    Change vs previous 13F +15,905 shares

    0.02% of the 13F portfolio, value $2,983,745.

    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 12,504 shares
    Change vs previous 13F -14,212 shares

    0.02% of the 13F portfolio, value $1,431,971.

    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 26,716 shares
    Change vs previous 13F +11,690 shares

    0.03% of the 13F portfolio, value $3,056,352.

    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 15,026 shares
    Change vs previous 13F -123 shares

    0.02% of the 13F portfolio, value $1,639,655.

    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 15,149 shares
    Change vs previous 13F +878 shares

    0.02% of the 13F portfolio, value $1,418,989.

    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 14,271 shares
    Change vs previous 13F +723 shares

    0.02% of the 13F portfolio, value $1,422,802.

    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 13,548 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,233,641.

    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).