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Integrated Wealth Concepts LLC: QTEC position timeline

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

Integrated Wealth Concepts LLC held 18,933 QTEC 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 18,933 shares
    Change vs previous 13F -4,629 shares

    0.04% of the 13F portfolio, value $6,336,752.

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

  2. period ended2026-03-31
    13F 23,562 shares
    Change vs previous 13F -6,225 shares

    0.04% of the 13F portfolio, value $5,089,024.

    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 29,787 shares
    Change vs previous 13F -9,667 shares

    0.08% of the 13F portfolio, value $6,857,292.

    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 39,454 shares
    Change vs previous 13F -299 shares

    0.08% of the 13F portfolio, value $9,059,086.

    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 39,753 shares
    Change vs previous 13F -684 shares

    0.08% of the 13F portfolio, value $8,460,693.

    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 40,437 shares
    Change vs previous 13F -42,547 shares

    0.08% of the 13F portfolio, value $7,018,281.

    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 82,984 shares
    Change vs previous 13F +4,666 shares

    0.18% of the 13F portfolio, value $15,624,196.

    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 78,318 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $14,982,990.

    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).