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Integrated Wealth Concepts LLC: RIO position timeline

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

Integrated Wealth Concepts LLC held 35,785 RIO 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 35,785 shares
    Change vs previous 13F +1,901 shares

    0.02% of the 13F portfolio, value $3,397,046.

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

  2. period ended2026-03-31
    13F 33,884 shares
    Change vs previous 13F +24,053 shares

    0.03% of the 13F portfolio, value $3,161,004.

    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 9,831 shares
    Change vs previous 13F -19,707 shares

    0.01% of the 13F portfolio, value $786,758.

    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 29,538 shares
    Change vs previous 13F -508 shares

    0.02% of the 13F portfolio, value $1,949,835.

    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 30,046 shares
    Change vs previous 13F +2,143 shares

    0.02% of the 13F portfolio, value $1,752,589.

    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 27,903 shares
    Change vs previous 13F -3,779 shares

    0.02% of the 13F portfolio, value $1,676,398.

    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 31,682 shares
    Change vs previous 13F -1,468 shares

    0.02% of the 13F portfolio, value $1,863,226.

    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 33,150 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,359,298.

    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).