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Integrated Wealth Concepts LLC: SCHF position timeline

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

Integrated Wealth Concepts LLC held 307,881 SCHF 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 307,881 shares
    Change vs previous 13F +25,749 shares

    0.06% of the 13F portfolio, value $8,528,312.

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

  2. period ended2026-03-31
    13F 282,132 shares
    Change vs previous 13F +76,042 shares

    0.06% of the 13F portfolio, value $6,982,780.

    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 206,090 shares
    Change vs previous 13F -59,228 shares

    0.06% of the 13F portfolio, value $4,954,391.

    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 265,318 shares
    Change vs previous 13F -13,485 shares

    0.06% of the 13F portfolio, value $6,176,614.

    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 278,803 shares
    Change vs previous 13F +19,898 shares

    0.06% of the 13F portfolio, value $6,161,558.

    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 258,905 shares
    Change vs previous 13F -23,056 shares

    0.06% of the 13F portfolio, value $5,121,129.

    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 281,961 shares
    Change vs previous 13F +165,750 shares

    0.06% of the 13F portfolio, value $5,216,285.

    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 116,211 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $4,778,594.

    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).