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Integrated Wealth Concepts LLC: SBLK position timeline

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

Integrated Wealth Concepts LLC held 19,715 SBLK 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 19,715 shares
    Change vs previous 13F +19 shares

    <0.01% of the 13F portfolio, value $492,285.

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

  2. period ended2026-03-31
    13F 19,696 shares
    Change vs previous 13F -200 shares

    <0.01% of the 13F portfolio, value $452,418.

    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 19,896 shares
    Change vs previous 13F -790 shares

    <0.01% of the 13F portfolio, value $382,402.

    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 20,686 shares
    Change vs previous 13F -40 shares

    <0.01% of the 13F portfolio, value $384,554.

    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 20,726 shares
    Change vs previous 13F +6,936 shares

    <0.01% of the 13F portfolio, value $357,525.

    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 13,790 shares
    Change vs previous 13F -250 shares

    <0.01% of the 13F portfolio, value $214,572.

    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 14,040 shares
    Change vs previous 13F -420 shares

    <0.01% of the 13F portfolio, value $209,901.

    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 14,460 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $342,561.

    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).