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Integrated Wealth Concepts LLC: RGLD position timeline

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

Integrated Wealth Concepts LLC held 24,546 RGLD 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 24,546 shares
    Change vs previous 13F +1,361 shares

    0.03% of the 13F portfolio, value $4,899,630.

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

  2. period ended2026-03-31
    13F 23,185 shares
    Change vs previous 13F +9,397 shares

    0.05% of the 13F portfolio, value $5,900,328.

    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 13,788 shares
    Change vs previous 13F -5,794 shares

    0.04% of the 13F portfolio, value $3,065,007.

    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 19,582 shares
    Change vs previous 13F +505 shares

    0.04% of the 13F portfolio, value $3,927,780.

    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 19,077 shares
    Change vs previous 13F +12,356 shares

    0.03% of the 13F portfolio, value $3,392,572.

    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 6,721 shares
    Change vs previous 13F +216 shares

    0.01% of the 13F portfolio, value $1,099,011.

    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 6,505 shares
    Change vs previous 13F +333 shares

    0.01% of the 13F portfolio, value $857,710.

    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 6,172 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $865,996.

    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).