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
- period ended2026-06-3013F/A 1,904 sharesChange 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 - period ended2026-03-3113F 1,955 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,877 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,904 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,691 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,382 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,808 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,727 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).