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Disclosery

Integrated Wealth Concepts LLC: QTUM position timeline

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

Integrated Wealth Concepts LLC held 20,453 QTUM 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 20,453 shares
    Change vs previous 13F -1,731 shares

    0.02% of the 13F portfolio, value $3,382,447.

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

  2. period ended2026-03-31
    13F 22,184 shares
    Change vs previous 13F +17,666 shares

    0.02% of the 13F portfolio, value $2,380,354.

    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 4,518 shares
    Change vs previous 13F -1,163 shares

    0.01% of the 13F portfolio, value $495,453.

    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 5,681 shares
    Change vs previous 13F +2,830 shares

    0.01% of the 13F portfolio, value $596,006.

    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 2,851 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $261,729.

    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).