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Integrated Wealth Concepts LLC: SCHA position timeline

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

Integrated Wealth Concepts LLC held 322,849 SCHA 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 322,849 shares
    Change vs previous 13F +10,088 shares

    0.08% of the 13F portfolio, value $11,664,545.

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

  2. period ended2026-03-31
    13F 312,761 shares
    Change vs previous 13F +164,380 shares

    0.07% of the 13F portfolio, value $9,095,089.

    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 148,381 shares
    Change vs previous 13F -176,148 shares

    0.05% of the 13F portfolio, value $4,225,880.

    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 324,529 shares
    Change vs previous 13F -19,624 shares

    0.08% of the 13F portfolio, value $9,054,366.

    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 344,153 shares
    Change vs previous 13F -11,773 shares

    0.09% of the 13F portfolio, value $8,707,052.

    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 355,926 shares
    Change vs previous 13F -21,739 shares

    0.1% of the 13F portfolio, value $8,339,357.

    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 377,665 shares
    Change vs previous 13F +188,349 shares

    0.11% of the 13F portfolio, value $9,766,411.

    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 189,316 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $9,749,755.

    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).