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Disclosery

Integrated Wealth Concepts LLC: ROL position timeline

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

Integrated Wealth Concepts LLC held 6,422 ROL 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 6,422 shares
    Change vs previous 13F -7,716 shares

    <0.01% of the 13F portfolio, value $268,037.

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

  2. period ended2026-03-31
    13F 14,138 shares
    Change vs previous 13F +10,551 shares

    0.01% of the 13F portfolio, value $755,114.

    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 3,587 shares
    Change vs previous 13F -4,550 shares

    <0.01% of the 13F portfolio, value $215,263.

    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 8,137 shares
    Change vs previous 13F -461 shares

    <0.01% of the 13F portfolio, value $477,989.

    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 8,598 shares
    Change vs previous 13F +4,040 shares

    <0.01% of the 13F portfolio, value $485,109.

    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 4,558 shares
    Change vs previous 13F -423 shares

    <0.01% of the 13F portfolio, value $246,268.

    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 4,981 shares
    Change vs previous 13F +54 shares

    <0.01% of the 13F portfolio, value $230,870.

    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 4,927 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $249,210.

    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).