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Integrated Wealth Concepts LLC: QLTA position timeline

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

Integrated Wealth Concepts LLC held 91,019 QLTA 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 91,019 shares
    Change vs previous 13F -31 shares

    0.03% of the 13F portfolio, value $4,325,211.

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

  2. period ended2026-03-31
    13F 91,050 shares
    Change vs previous 13F -877 shares

    0.03% of the 13F portfolio, value $4,333,048.

    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 91,927 shares
    Change vs previous 13F -43,704 shares

    0.05% of the 13F portfolio, value $4,420,779.

    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 135,631 shares
    Change vs previous 13F +2,498 shares

    0.06% of the 13F portfolio, value $6,574,040.

    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 133,133 shares
    Change vs previous 13F +14,198 shares

    0.06% of the 13F portfolio, value $6,369,099.

    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 118,935 shares
    Change vs previous 13F -24,893 shares

    0.07% of the 13F portfolio, value $5,652,992.

    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 143,828 shares
    Change vs previous 13F +20,899 shares

    0.08% of the 13F portfolio, value $6,729,714.

    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 122,929 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $6,041,955.

    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).