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Disclosery

Integrated Wealth Concepts LLC: ROBT position timeline

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

Integrated Wealth Concepts LLC held 20,654 ROBT 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 20,654 shares
    Change vs previous 13F -59,995 shares

    0.01% of the 13F portfolio, value $1,161,983.

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

  2. period ended2026-03-31
    13F 80,649 shares
    Change vs previous 13F +18,627 shares

    0.03% of the 13F portfolio, value $3,722,780.

    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 62,022 shares
    Change vs previous 13F +20,084 shares

    0.04% of the 13F portfolio, value $3,216,870.

    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 41,938 shares
    Change vs previous 13F +1,883 shares

    0.02% of the 13F portfolio, value $2,218,109.

    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 40,055 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,934,664.

    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).