Skip to content
Disclosery

Integrated Wealth Concepts LLC: SCHH position timeline

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

Integrated Wealth Concepts LLC held 31,605 SCHH 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 31,605 shares
    Change vs previous 13F +3,314 shares

    <0.01% of the 13F portfolio, value $748,416.

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

  2. period ended2026-03-31
    13F 28,291 shares
    Change vs previous 13F +18,495 shares

    <0.01% of the 13F portfolio, value $607,977.

    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 9,796 shares
    Change vs previous 13F -16,128 shares

    <0.01% of the 13F portfolio, value $204,629.

    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 25,924 shares
    Change vs previous 13F -594 shares

    0.01% of the 13F portfolio, value $559,181.

    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 26,518 shares
    Change vs previous 13F +3,751 shares

    0.01% of the 13F portfolio, value $561,113.

    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 22,767 shares
    Change vs previous 13F +3,222 shares

    0.01% of the 13F portfolio, value $489,710.

    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 19,545 shares
    Change vs previous 13F +2,281 shares

    <0.01% of the 13F portfolio, value $411,617.

    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 17,264 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $400,011.

    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).