Skip to content
Disclosery

Integrated Wealth Concepts LLC: RSG position timeline

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

Integrated Wealth Concepts LLC held 6,833 RSG 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 6,833 shares
    Change vs previous 13F +995 shares

    0.01% of the 13F portfolio, value $1,455,910.

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

  2. period ended2026-03-31
    13F 5,838 shares
    Change vs previous 13F +2,532 shares

    0.01% of the 13F portfolio, value $1,278,570.

    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 3,306 shares
    Change vs previous 13F -1,445 shares

    0.01% of the 13F portfolio, value $700,624.

    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 4,751 shares
    Change vs previous 13F -14 shares

    0.01% of the 13F portfolio, value $1,090,210.

    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 4,765 shares
    Change vs previous 13F -1,413 shares

    0.01% of the 13F portfolio, value $1,175,077.

    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 6,178 shares
    Change vs previous 13F +739 shares

    0.02% of the 13F portfolio, value $1,495,975.

    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 5,439 shares
    Change vs previous 13F +569 shares

    0.01% of the 13F portfolio, value $1,094,184.

    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 4,870 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $978,162.

    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).