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Disclosery

Integrated Wealth Concepts LLC: RSST position timeline

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

Integrated Wealth Concepts LLC held 241,536 RSST 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 241,536 shares
    Change vs previous 13F +14,304 shares

    0.05% of the 13F portfolio, value $7,895,822.

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

  2. period ended2026-03-31
    13F 227,232 shares
    Change vs previous 13F -41,893 shares

    0.05% of the 13F portfolio, value $6,426,131.

    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 269,125 shares
    Change vs previous 13F +45,095 shares

    0.09% of the 13F portfolio, value $7,629,690.

    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 224,030 shares
    Change vs previous 13F +9,651 shares

    0.05% of the 13F portfolio, value $5,927,826.

    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 214,379 shares
    Change vs previous 13F +11,872 shares

    0.05% of the 13F portfolio, value $4,999,323.

    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 202,507 shares
    Change vs previous 13F -38,446 shares

    0.05% of the 13F portfolio, value $4,473,377.

    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 240,953 shares
    Change vs previous 13F +3,225 shares

    0.07% of the 13F portfolio, value $5,758,766.

    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 237,728 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $5,824,333.

    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).