Skip to content
Disclosery

Integrated Wealth Concepts LLC: RWL position timeline

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

Integrated Wealth Concepts LLC held 29,702 RWL 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 29,702 shares
    Change vs previous 13F -8,183 shares

    0.02% of the 13F portfolio, value $3,794,773.

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

  2. period ended2026-03-31
    13F 37,885 shares
    Change vs previous 13F +17,627 shares

    0.03% of the 13F portfolio, value $4,353,391.

    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 20,258 shares
    Change vs previous 13F -14,038 shares

    0.03% of the 13F portfolio, value $2,319,613.

    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 34,296 shares
    Change vs previous 13F -416 shares

    0.03% of the 13F portfolio, value $3,795,162.

    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 34,712 shares
    Change vs previous 13F -1,021 shares

    0.04% of the 13F portfolio, value $3,620,145.

    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 35,733 shares
    Change vs previous 13F -885 shares

    0.04% of the 13F portfolio, value $3,549,661.

    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 36,618 shares
    Change vs previous 13F +2,079 shares

    0.04% of the 13F portfolio, value $3,585,673.

    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 34,539 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,387,269.

    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).