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Integrated Wealth Concepts LLC: RY position timeline

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

Integrated Wealth Concepts LLC held 9,738 RY 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 9,738 shares
    Change vs previous 13F +3,813 shares

    0.01% of the 13F portfolio, value $2,015,500.

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

  2. period ended2026-03-31
    13F 5,925 shares
    Change vs previous 13F +535 shares

    0.01% of the 13F portfolio, value $958,614.

    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 5,390 shares
    Change vs previous 13F -1,387 shares

    0.01% of the 13F portfolio, value $918,931.

    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 6,777 shares
    Change vs previous 13F +363 shares

    0.01% of the 13F portfolio, value $998,458.

    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 6,414 shares
    Change vs previous 13F +321 shares

    0.01% of the 13F portfolio, value $843,810.

    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 6,093 shares
    Change vs previous 13F -1,265 shares

    0.01% of the 13F portfolio, value $686,816.

    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 7,358 shares
    Change vs previous 13F -890 shares

    0.01% of the 13F portfolio, value $886,766.

    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 8,248 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,028,775.

    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).