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Integrated Wealth Concepts LLC: RSP position timeline

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

Integrated Wealth Concepts LLC held 226,094 RSP 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 226,094 shares
    Change vs previous 13F -8,338 shares

    0.31% of the 13F portfolio, value $48,106,101.

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

  2. period ended2026-03-31
    13F 234,432 shares
    Change vs previous 13F +42,117 shares

    0.36% of the 13F portfolio, value $44,992,267.

    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 192,315 shares
    Change vs previous 13F -79,504 shares

    0.44% of the 13F portfolio, value $36,839,768.

    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 271,819 shares
    Change vs previous 13F +79,724 shares

    0.46% of the 13F portfolio, value $51,564,050.

    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 192,095 shares
    Change vs previous 13F +3,718 shares

    0.35% of the 13F portfolio, value $34,911,238.

    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 188,377 shares
    Change vs previous 13F -2,173 shares

    0.38% of the 13F portfolio, value $32,632,586.

    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 190,550 shares
    Change vs previous 13F +16,756 shares

    0.39% of the 13F portfolio, value $33,390,073.

    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 173,794 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $31,136,948.

    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).