Skip to content
Disclosery

Integrated Wealth Concepts LLC: QUAL position timeline

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

Integrated Wealth Concepts LLC held 715,455 QUAL 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 715,455 shares
    Change vs previous 13F -69,595 shares

    1.03% of the 13F portfolio, value $156,992,129.

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

  2. period ended2026-03-31
    13F 785,050 shares
    Change vs previous 13F +260,443 shares

    1.2% of the 13F portfolio, value $150,580,414.

    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 524,607 shares
    Change vs previous 13F -429,119 shares

    1.24% of the 13F portfolio, value $104,197,496.

    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 953,726 shares
    Change vs previous 13F -152,351 shares

    1.66% of the 13F portfolio, value $185,500,294.

    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 1,106,077 shares
    Change vs previous 13F -7,326 shares

    2.03% of the 13F portfolio, value $202,213,049.

    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 1,113,403 shares
    Change vs previous 13F -33,761 shares

    2.22% of the 13F portfolio, value $190,269,341.

    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 1,147,164 shares
    Change vs previous 13F -209,539 shares

    2.37% of the 13F portfolio, value $204,286,845.

    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 1,356,703 shares
    Change vs previous 13F not available

    2.96% of the 13F portfolio, value $243,256,773.

    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).