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Integrated Wealth Concepts LLC: SBUX position timeline

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

Integrated Wealth Concepts LLC held 54,854 SBUX 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 54,854 shares
    Change vs previous 13F +1,010 shares

    0.04% of the 13F portfolio, value $5,605,525.

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

  2. period ended2026-03-31
    13F 53,844 shares
    Change vs previous 13F +29,443 shares

    0.04% of the 13F portfolio, value $4,823,839.

    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 24,401 shares
    Change vs previous 13F -23,970 shares

    0.02% of the 13F portfolio, value $2,054,803.

    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 48,371 shares
    Change vs previous 13F -2,736 shares

    0.04% of the 13F portfolio, value $4,092,208.

    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 51,107 shares
    Change vs previous 13F +29 shares

    0.05% of the 13F portfolio, value $4,682,896.

    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 51,078 shares
    Change vs previous 13F +2,399 shares

    0.06% of the 13F portfolio, value $5,010,244.

    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 48,679 shares
    Change vs previous 13F +1,872 shares

    0.05% of the 13F portfolio, value $4,441,958.

    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 46,807 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $4,563,191.

    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).