Skip to content
Disclosery

Integrated Wealth Concepts LLC: QQQI position timeline

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

Integrated Wealth Concepts LLC held 19,588 QQQI 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 19,588 shares
    Change vs previous 13F +4,787 shares

    0.01% of the 13F portfolio, value $1,112,412.

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

  2. period ended2026-03-31
    13F 14,801 shares
    Change vs previous 13F +8,975 shares

    0.01% of the 13F portfolio, value $735,467.

    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 5,826 shares
    Change vs previous 13F -3,880 shares

    <0.01% of the 13F portfolio, value $313,801.

    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 9,706 shares
    Change vs previous 13F +4,212 shares

    <0.01% of the 13F portfolio, value $526,076.

    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 5,494 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $285,726.

    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).