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Disclosery

Integrated Wealth Concepts LLC: RLGT position timeline

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

Integrated Wealth Concepts LLC held 16,327 RLGT 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 16,327 shares
    Change vs previous 13F -19,777 shares

    <0.01% of the 13F portfolio, value $154,453.

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

  2. period ended2026-03-31
    13F 36,104 shares
    Change vs previous 13F -2,994 shares

    <0.01% of the 13F portfolio, value $254,533.

    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 39,098 shares
    Change vs previous 13F -1,946 shares

    <0.01% of the 13F portfolio, value $247,491.

    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 41,044 shares
    Change vs previous 13F +3,420 shares

    <0.01% of the 13F portfolio, value $242,160.

    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 37,624 shares
    Change vs previous 13F +5,107 shares

    <0.01% of the 13F portfolio, value $228,754.

    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 32,517 shares
    Change vs previous 13F +20,272 shares

    <0.01% of the 13F portfolio, value $199,979.

    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 12,245 shares
    Change vs previous 13F +406 shares

    <0.01% of the 13F portfolio, value $82,042.

    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 11,839 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $76,125.

    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).