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Integrated Wealth Concepts LLC: SCHP position timeline

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

Integrated Wealth Concepts LLC held 1,964,331 SCHP 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 1,964,331 shares
    Change vs previous 13F +208,846 shares

    0.34% of the 13F portfolio, value $52,055,158.

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

  2. period ended2026-03-31
    13F 1,755,485 shares
    Change vs previous 13F +313,721 shares

    0.37% of the 13F portfolio, value $46,713,446.

    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 1,441,764 shares
    Change vs previous 13F -148,115 shares

    0.45% of the 13F portfolio, value $38,192,304.

    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 1,589,879 shares
    Change vs previous 13F +151,939 shares

    0.38% of the 13F portfolio, value $42,847,257.

    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 1,437,940 shares
    Change vs previous 13F +1,296,758 shares

    0.38% of the 13F portfolio, value $38,364,245.

    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 141,182 shares
    Change vs previous 13F +42,130 shares

    0.04% of the 13F portfolio, value $3,796,408.

    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 99,052 shares
    Change vs previous 13F +47,988 shares

    0.03% of the 13F portfolio, value $2,558,510.

    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 51,064 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,738,574.

    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).