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Disclosery

Integrated Wealth Concepts LLC: SCHO position timeline

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

Integrated Wealth Concepts LLC held 297,944 SCHO 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 297,944 shares
    Change vs previous 13F +39,494 shares

    0.05% of the 13F portfolio, value $7,192,358.

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

  2. period ended2026-03-31
    13F 258,450 shares
    Change vs previous 13F +117,062 shares

    0.05% of the 13F portfolio, value $6,272,573.

    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 141,388 shares
    Change vs previous 13F -111,379 shares

    0.04% of the 13F portfolio, value $3,445,621.

    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 252,767 shares
    Change vs previous 13F +132 shares

    0.06% of the 13F portfolio, value $6,167,516.

    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 252,635 shares
    Change vs previous 13F +12,089 shares

    0.06% of the 13F portfolio, value $6,159,234.

    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 240,546 shares
    Change vs previous 13F +11,093 shares

    0.07% of the 13F portfolio, value $5,854,886.

    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 229,453 shares
    Change vs previous 13F +137,361 shares

    0.06% of the 13F portfolio, value $5,520,639.

    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 92,092 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $4,510,672.

    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).