Skip to content
Disclosery

Integrated Wealth Concepts LLC: SCHE position timeline

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

Integrated Wealth Concepts LLC held 50,120 SCHE 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 50,120 shares
    Change vs previous 13F +7,791 shares

    0.01% of the 13F portfolio, value $1,817,351.

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

  2. period ended2026-03-31
    13F 42,329 shares
    Change vs previous 13F +30,771 shares

    0.01% of the 13F portfolio, value $1,394,746.

    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 11,558 shares
    Change vs previous 13F -28,723 shares

    <0.01% of the 13F portfolio, value $378,530.

    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 40,281 shares
    Change vs previous 13F -383 shares

    0.01% of the 13F portfolio, value $1,344,192.

    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 40,664 shares
    Change vs previous 13F +2,462 shares

    0.01% of the 13F portfolio, value $1,225,624.

    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 38,202 shares
    Change vs previous 13F -23,994 shares

    0.01% of the 13F portfolio, value $1,053,242.

    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 62,196 shares
    Change vs previous 13F +26,648 shares

    0.02% of the 13F portfolio, value $1,656,287.

    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 35,548 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,037,299.

    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).