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Disclosery

Integrated Wealth Concepts LLC: RCL position timeline

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

Integrated Wealth Concepts LLC held 3,934 RCL 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 3,934 shares
    Change vs previous 13F -212 shares

    0.01% of the 13F portfolio, value $1,249,121.

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

  2. period ended2026-03-31
    13F 4,146 shares
    Change vs previous 13F +2,942 shares

    0.01% of the 13F portfolio, value $1,140,818.

    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 1,204 shares
    Change vs previous 13F -1,898 shares

    <0.01% of the 13F portfolio, value $335,821.

    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 3,102 shares
    Change vs previous 13F -441 shares

    0.01% of the 13F portfolio, value $1,003,765.

    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 3,543 shares
    Change vs previous 13F +1,567 shares

    0.01% of the 13F portfolio, value $1,109,560.

    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 1,976 shares
    Change vs previous 13F +15 shares

    <0.01% of the 13F portfolio, value $406,004.

    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 1,961 shares
    Change vs previous 13F +660 shares

    0.01% of the 13F portfolio, value $452,410.

    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 1,301 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $230,744.

    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).