Skip to content
Disclosery

Integrated Wealth Concepts LLC: SCHG position timeline

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

Integrated Wealth Concepts LLC held 1,602,761 SCHG 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 1,602,761 shares
    Change vs previous 13F -25,293 shares

    0.35% of the 13F portfolio, value $54,237,441.

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

  2. period ended2026-03-31
    13F 1,628,054 shares
    Change vs previous 13F +415,706 shares

    0.38% of the 13F portfolio, value $47,425,222.

    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 1,212,348 shares
    Change vs previous 13F -313,434 shares

    0.47% of the 13F portfolio, value $39,546,814.

    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 1,525,782 shares
    Change vs previous 13F +101,279 shares

    0.44% of the 13F portfolio, value $48,687,699.

    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 1,424,503 shares
    Change vs previous 13F +164,857 shares

    0.42% of the 13F portfolio, value $41,609,733.

    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 1,259,646 shares
    Change vs previous 13F -457,762 shares

    0.37% of the 13F portfolio, value $31,541,522.

    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 1,717,408 shares
    Change vs previous 13F +1,335,028 shares

    0.56% of the 13F portfolio, value $47,864,165.

    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 382,380 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $39,836,384.

    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).