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Integrated Wealth Concepts LLC: ROP position timeline

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

Integrated Wealth Concepts LLC held 2,789 ROP 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 2,789 shares
    Change vs previous 13F -1,415 shares

    0.01% of the 13F portfolio, value $943,692.

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

  2. period ended2026-03-31
    13F 4,204 shares
    Change vs previous 13F +2,865 shares

    0.01% of the 13F portfolio, value $1,487,658.

    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 1,339 shares
    Change vs previous 13F -17,594 shares

    0.01% of the 13F portfolio, value $595,828.

    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 18,933 shares
    Change vs previous 13F +2,779 shares

    0.08% of the 13F portfolio, value $9,441,452.

    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 16,154 shares
    Change vs previous 13F +5,037 shares

    0.09% of the 13F portfolio, value $9,156,742.

    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 11,117 shares
    Change vs previous 13F +1,188 shares

    0.08% of the 13F portfolio, value $6,554,122.

    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 9,929 shares
    Change vs previous 13F +1,732 shares

    0.06% of the 13F portfolio, value $5,161,366.

    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 8,197 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $4,560,953.

    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).