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Integrated Wealth Concepts LLC: RACE position timeline

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

Integrated Wealth Concepts LLC held 1,705 RACE 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 1,705 shares
    Change vs previous 13F -225 shares

    <0.01% of the 13F portfolio, value $634,729.

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

  2. period ended2026-03-31
    13F 1,930 shares
    Change vs previous 13F +1,250 shares

    0.01% of the 13F portfolio, value $653,320.

    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 680 shares
    Change vs previous 13F -864 shares

    <0.01% of the 13F portfolio, value $251,287.

    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 1,544 shares
    Change vs previous 13F -432 shares

    0.01% of the 13F portfolio, value $749,289.

    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 1,976 shares
    Change vs previous 13F -1,199 shares

    0.01% of the 13F portfolio, value $969,523.

    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 3,175 shares
    Change vs previous 13F +483 shares

    0.02% of the 13F portfolio, value $1,358,711.

    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 2,692 shares
    Change vs previous 13F -634 shares

    0.01% of the 13F portfolio, value $1,143,861.

    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 3,326 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,563,808.

    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).