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Integrated Wealth Concepts LLC: RBC position timeline

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

Integrated Wealth Concepts LLC held 2,949 RBC 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 2,949 shares
    Change vs previous 13F -253 shares

    0.01% of the 13F portfolio, value $1,899,333.

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

  2. period ended2026-03-31
    13F 3,202 shares
    Change vs previous 13F +1,777 shares

    0.01% of the 13F portfolio, value $1,739,070.

    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 1,425 shares
    Change vs previous 13F -154 shares

    0.01% of the 13F portfolio, value $639,012.

    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 1,579 shares
    Change vs previous 13F +559 shares

    0.01% of the 13F portfolio, value $616,268.

    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 1,020 shares
    Change vs previous 13F -209 shares

    <0.01% of the 13F portfolio, value $392,496.

    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 1,229 shares
    Change vs previous 13F +303 shares

    <0.01% of the 13F portfolio, value $395,455.

    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 926 shares
    Change vs previous 13F -2 shares

    <0.01% of the 13F portfolio, value $277,003.

    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 928 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $277,824.

    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).