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Disclosery

Integrated Wealth Concepts LLC: RWK position timeline

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

Integrated Wealth Concepts LLC held 9,848 RWK 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 9,848 shares
    Change vs previous 13F -428 shares

    0.01% of the 13F portfolio, value $1,440,319.

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

  2. period ended2026-03-31
    13F 10,276 shares
    Change vs previous 13F +198 shares

    0.01% of the 13F portfolio, value $1,318,064.

    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 10,078 shares
    Change vs previous 13F -1,288 shares

    0.02% of the 13F portfolio, value $1,274,500.

    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 11,366 shares
    Change vs previous 13F -12,660 shares

    0.01% of the 13F portfolio, value $1,420,878.

    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 24,026 shares
    Change vs previous 13F -676 shares

    0.03% of the 13F portfolio, value $2,808,375.

    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 24,702 shares
    Change vs previous 13F -1,733 shares

    0.03% of the 13F portfolio, value $2,664,841.

    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 26,435 shares
    Change vs previous 13F +365 shares

    0.04% of the 13F portfolio, value $3,072,592.

    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 26,070 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,032,459.

    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).