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Disclosery

Integrated Wealth Concepts LLC: RSBT position timeline

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

Integrated Wealth Concepts LLC held 403,047 RSBT 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 403,047 shares
    Change vs previous 13F +24,667 shares

    0.05% of the 13F portfolio, value $7,674,008.

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

  2. period ended2026-03-31
    13F 378,380 shares
    Change vs previous 13F -40,235 shares

    0.06% of the 13F portfolio, value $7,132,468.

    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 418,615 shares
    Change vs previous 13F +108,707 shares

    0.09% of the 13F portfolio, value $7,501,585.

    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 309,908 shares
    Change vs previous 13F +35,186 shares

    0.05% of the 13F portfolio, value $5,401,292.

    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 274,722 shares
    Change vs previous 13F +3,827 shares

    0.04% of the 13F portfolio, value $4,453,242.

    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 270,895 shares
    Change vs previous 13F -66,755 shares

    0.05% of the 13F portfolio, value $4,591,678.

    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 337,650 shares
    Change vs previous 13F +24,174 shares

    0.07% of the 13F portfolio, value $5,655,633.

    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 313,476 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $5,700,560.

    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).