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Integrated Wealth Concepts LLC: ROK position timeline

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

Integrated Wealth Concepts LLC held 11,271 ROK 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 11,271 shares
    Change vs previous 13F +1,089 shares

    0.04% of the 13F portfolio, value $5,579,979.

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

  2. period ended2026-03-31
    13F 10,182 shares
    Change vs previous 13F +3,470 shares

    0.03% of the 13F portfolio, value $3,654,128.

    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 6,712 shares
    Change vs previous 13F -1,773 shares

    0.03% of the 13F portfolio, value $2,611,442.

    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 8,485 shares
    Change vs previous 13F +226 shares

    0.03% of the 13F portfolio, value $2,965,699.

    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 8,259 shares
    Change vs previous 13F +145 shares

    0.03% of the 13F portfolio, value $2,743,373.

    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 8,114 shares
    Change vs previous 13F +2,104 shares

    0.02% of the 13F portfolio, value $2,096,552.

    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 6,010 shares
    Change vs previous 13F -2 shares

    0.02% of the 13F portfolio, value $1,717,678.

    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 6,012 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,614,076.

    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).