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Integrated Wealth Concepts LLC: SCHJ position timeline

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

Integrated Wealth Concepts LLC held 19,002 SCHJ 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 19,002 shares
    Change vs previous 13F +8,027 shares

    <0.01% of the 13F portfolio, value $468,584.

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

  2. period ended2026-03-31
    13F 10,975 shares
    Change vs previous 13F +1,904 shares

    <0.01% of the 13F portfolio, value $271,361.

    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 9,071 shares
    Change vs previous 13F -163,470 shares

    <0.01% of the 13F portfolio, value $225,874.

    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 172,541 shares
    Change vs previous 13F +14,365 shares

    0.04% of the 13F portfolio, value $4,304,027.

    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 158,176 shares
    Change vs previous 13F +539 shares

    0.04% of the 13F portfolio, value $3,924,343.

    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 157,637 shares
    Change vs previous 13F -6,004 shares

    0.05% of the 13F portfolio, value $3,884,182.

    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 163,641 shares
    Change vs previous 13F +96,208 shares

    0.05% of the 13F portfolio, value $3,988,758.

    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 67,433 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,345,375.

    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).