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Integrated Wealth Concepts LLC: RGT position timeline

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

Integrated Wealth Concepts LLC held 86,921 RGT 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 86,921 shares
    Change vs previous 13F +194 shares

    0.01% of the 13F portfolio, value $1,236,886.

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

  2. period ended2026-03-31
    13F 86,727 shares
    Change vs previous 13F +1,400 shares

    0.01% of the 13F portfolio, value $1,158,846.

    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 85,327 shares
    Change vs previous 13F -12,594 shares

    0.01% of the 13F portfolio, value $1,118,637.

    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 97,921 shares
    Change vs previous 13F +1,200 shares

    0.01% of the 13F portfolio, value $1,268,077.

    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 96,721 shares
    Change vs previous 13F -2,442 shares

    0.01% of the 13F portfolio, value $1,163,554.

    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 99,163 shares
    Change vs previous 13F +3,064 shares

    0.01% of the 13F portfolio, value $1,041,212.

    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 96,099 shares
    Change vs previous 13F +80 shares

    0.01% of the 13F portfolio, value $1,030,364.

    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 96,019 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,113,820.

    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).