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Disclosery

Integrated Wealth Concepts LLC: ROST position timeline

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

Integrated Wealth Concepts LLC held 12,410 ROST 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 12,410 shares
    Change vs previous 13F -588 shares

    0.02% of the 13F portfolio, value $2,641,496.

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

  2. period ended2026-03-31
    13F 12,998 shares
    Change vs previous 13F +6,672 shares

    0.02% of the 13F portfolio, value $2,815,765.

    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 6,326 shares
    Change vs previous 13F -1,597 shares

    0.01% of the 13F portfolio, value $1,139,477.

    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 7,923 shares
    Change vs previous 13F -1,522 shares

    0.01% of the 13F portfolio, value $1,207,429.

    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 9,445 shares
    Change vs previous 13F +432 shares

    0.01% of the 13F portfolio, value $1,205,032.

    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 9,013 shares
    Change vs previous 13F -136 shares

    0.01% of the 13F portfolio, value $1,151,781.

    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 9,149 shares
    Change vs previous 13F -372 shares

    0.02% of the 13F portfolio, value $1,383,935.

    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 9,521 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,432,891.

    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).