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Integrated Wealth Concepts LLC: QQEW position timeline

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

Integrated Wealth Concepts LLC held 20,045 QQEW 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 20,045 shares
    Change vs previous 13F +411 shares

    0.02% of the 13F portfolio, value $3,199,165.

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

  2. period ended2026-03-31
    13F 19,634 shares
    Change vs previous 13F -701 shares

    0.02% of the 13F portfolio, value $2,492,943.

    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 20,335 shares
    Change vs previous 13F -38,486 shares

    0.03% of the 13F portfolio, value $2,890,216.

    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 58,821 shares
    Change vs previous 13F +1,249 shares

    0.07% of the 13F portfolio, value $8,300,310.

    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 57,572 shares
    Change vs previous 13F -9,040 shares

    0.08% of the 13F portfolio, value $7,858,071.

    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 66,612 shares
    Change vs previous 13F +771 shares

    0.09% of the 13F portfolio, value $8,055,457.

    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 65,841 shares
    Change vs previous 13F +5,855 shares

    0.1% of the 13F portfolio, value $8,227,446.

    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 59,986 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $7,525,218.

    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).