Skip to content

Integrated Wealth Concepts LLC: RXI position timeline

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

Integrated Wealth Concepts LLC held 1,904 RXI 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 1,904 shares
    Change vs previous 13F -51 shares

    <0.01% of the 13F portfolio, value $367,396.

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

  2. period ended2026-03-31
    13F 1,955 shares
    Change vs previous 13F +78 shares

    <0.01% of the 13F portfolio, value $364,510.

    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 1,877 shares
    Change vs previous 13F -27 shares

    <0.01% of the 13F portfolio, value $385,273.

    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 1,904 shares
    Change vs previous 13F -787 shares

    <0.01% of the 13F portfolio, value $394,242.

    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 2,691 shares
    Change vs previous 13F +309 shares

    0.01% of the 13F portfolio, value $506,446.

    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 2,382 shares
    Change vs previous 13F +574 shares

    <0.01% of the 13F portfolio, value $423,186.

    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 1,808 shares
    Change vs previous 13F +81 shares

    <0.01% of the 13F portfolio, value $333,305.

    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 1,727 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $306,422.

    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).