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Integrated Wealth Concepts LLC: RDVY position timeline

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

Integrated Wealth Concepts LLC held 712,921 RDVY 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 712,921 shares
    Change vs previous 13F -142,532 shares

    0.38% of the 13F portfolio, value $57,789,351.

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

  2. period ended2026-03-31
    13F 855,453 shares
    Change vs previous 13F +398,301 shares

    0.47% of the 13F portfolio, value $58,410,349.

    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 457,152 shares
    Change vs previous 13F -409,600 shares

    0.38% of the 13F portfolio, value $31,758,362.

    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 866,752 shares
    Change vs previous 13F -73,948 shares

    0.52% of the 13F portfolio, value $58,297,754.

    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 940,700 shares
    Change vs previous 13F +8,682 shares

    0.59% of the 13F portfolio, value $59,019,518.

    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 932,018 shares
    Change vs previous 13F +17,297 shares

    0.64% of the 13F portfolio, value $54,560,320.

    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 914,721 shares
    Change vs previous 13F +8,068 shares

    0.63% of the 13F portfolio, value $54,096,576.

    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 906,653 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $53,682,913.

    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).