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Disclosery

Integrated Wealth Concepts LLC: RPG position timeline

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

Integrated Wealth Concepts LLC held 14,905 RPG 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 14,905 shares
    Change vs previous 13F +8,161 shares

    0.01% of the 13F portfolio, value $951,672.

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

  2. period ended2026-03-31
    13F 6,744 shares
    Change vs previous 13F +1,662 shares

    <0.01% of the 13F portfolio, value $315,195.

    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 5,082 shares
    Change vs previous 13F -1,660 shares

    <0.01% of the 13F portfolio, value $237,217.

    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 6,742 shares
    Change vs previous 13F +3 shares

    <0.01% of the 13F portfolio, value $321,721.

    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 6,739 shares
    Change vs previous 13F +38 shares

    <0.01% of the 13F portfolio, value $308,423.

    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 6,701 shares
    Change vs previous 13F +2 shares

    <0.01% of the 13F portfolio, value $256,323.

    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 6,699 shares
    Change vs previous 13F +5 shares

    <0.01% of the 13F portfolio, value $276,392.

    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 6,694 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $262,884.

    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).