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Disclosery

Integrated Wealth Concepts LLC: REET position timeline

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

Integrated Wealth Concepts LLC held 18,624 REET 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 18,624 shares
    Change vs previous 13F +19 shares

    <0.01% of the 13F portfolio, value $514,405.

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

  2. period ended2026-03-31
    13F 18,605 shares
    Change vs previous 13F +681 shares

    <0.01% of the 13F portfolio, value $467,909.

    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 17,924 shares
    Change vs previous 13F +6,221 shares

    0.01% of the 13F portfolio, value $447,212.

    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 11,703 shares
    Change vs previous 13F +24 shares

    <0.01% of the 13F portfolio, value $299,131.

    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 11,679 shares
    Change vs previous 13F -387 shares

    <0.01% of the 13F portfolio, value $288,468.

    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 12,066 shares
    Change vs previous 13F +21 shares

    <0.01% of the 13F portfolio, value $292,728.

    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 12,045 shares
    Change vs previous 13F -379 shares

    <0.01% of the 13F portfolio, value $288,714.

    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 12,424 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $331,595.

    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).