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Integrated Wealth Concepts LLC: RSSB position timeline

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

Integrated Wealth Concepts LLC held 1,035,856 RSSB 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 1,035,856 shares
    Change vs previous 13F -21,612 shares

    0.21% of the 13F portfolio, value $31,862,939.

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

  2. period ended2026-03-31
    13F 1,057,468 shares
    Change vs previous 13F -135,043 shares

    0.23% of the 13F portfolio, value $28,773,698.

    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 1,192,511 shares
    Change vs previous 13F +280,111 shares

    0.4% of the 13F portfolio, value $33,533,397.

    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 912,400 shares
    Change vs previous 13F +62,286 shares

    0.23% of the 13F portfolio, value $25,711,432.

    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 850,114 shares
    Change vs previous 13F -62,955 shares

    0.22% of the 13F portfolio, value $22,281,497.

    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 913,069 shares
    Change vs previous 13F -186,745 shares

    0.25% of the 13F portfolio, value $21,393,213.

    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 1,099,814 shares
    Change vs previous 13F +58,429 shares

    0.3% of the 13F portfolio, value $25,559,668.

    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 1,041,385 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $26,013,797.

    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).