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Integrated Wealth Concepts LLC: QQQM position timeline

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

Integrated Wealth Concepts LLC held 440,980 QQQM 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 440,980 shares
    Change vs previous 13F +123,404 shares

    0.87% of the 13F portfolio, value $133,603,623.

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

  2. period ended2026-03-31
    13F 317,576 shares
    Change vs previous 13F +29,283 shares

    0.6% of the 13F portfolio, value $75,462,354.

    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 288,293 shares
    Change vs previous 13F +8,859 shares

    0.87% of the 13F portfolio, value $72,914,959.

    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 279,434 shares
    Change vs previous 13F +25,689 shares

    0.62% of the 13F portfolio, value $69,053,653.

    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 253,745 shares
    Change vs previous 13F +23,105 shares

    0.58% of the 13F portfolio, value $57,625,542.

    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 230,640 shares
    Change vs previous 13F +27,169 shares

    0.52% of the 13F portfolio, value $44,517,982.

    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 203,471 shares
    Change vs previous 13F +28,406 shares

    0.5% of the 13F portfolio, value $42,820,477.

    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 175,065 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $35,161,748.

    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).