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Integrated Wealth Concepts LLC: RPV position timeline

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

Integrated Wealth Concepts LLC held 39,542 RPV 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 39,542 shares
    Change vs previous 13F +1,492 shares

    0.03% of the 13F portfolio, value $4,500,626.

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

  2. period ended2026-03-31
    13F 38,050 shares
    Change vs previous 13F +3,127 shares

    0.03% of the 13F portfolio, value $4,086,177.

    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 34,923 shares
    Change vs previous 13F +826 shares

    0.04% of the 13F portfolio, value $3,609,665.

    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 34,097 shares
    Change vs previous 13F +340 shares

    0.03% of the 13F portfolio, value $3,388,550.

    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 33,757 shares
    Change vs previous 13F +1,360 shares

    0.03% of the 13F portfolio, value $3,165,057.

    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 32,397 shares
    Change vs previous 13F +2,363 shares

    0.03% of the 13F portfolio, value $2,991,867.

    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 30,034 shares
    Change vs previous 13F +2,692 shares

    0.03% of the 13F portfolio, value $2,709,381.

    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 27,342 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,431,226.

    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).