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Disclosery

Integrated Wealth Concepts LLC: RDVI position timeline

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

Integrated Wealth Concepts LLC held 616,804 RDVI 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 616,804 shares
    Change vs previous 13F +37,211 shares

    0.12% of the 13F portfolio, value $18,134,040.

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

  2. period ended2026-03-31
    13F 579,593 shares
    Change vs previous 13F +216,296 shares

    0.12% of the 13F portfolio, value $14,808,614.

    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 363,297 shares
    Change vs previous 13F -157,440 shares

    0.11% of the 13F portfolio, value $9,532,907.

    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 520,737 shares
    Change vs previous 13F +205,272 shares

    0.12% of the 13F portfolio, value $13,461,062.

    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 315,465 shares
    Change vs previous 13F -4,025 shares

    0.08% of the 13F portfolio, value $7,795,132.

    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 319,490 shares
    Change vs previous 13F +24,796 shares

    0.09% of the 13F portfolio, value $7,578,313.

    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 294,694 shares
    Change vs previous 13F +14,590 shares

    0.08% of the 13F portfolio, value $7,143,387.

    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 280,104 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $6,901,752.

    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).