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Disclosery

Integrated Wealth Concepts LLC: SCHR position timeline

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

Integrated Wealth Concepts LLC held 58,124 SCHR 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 58,124 shares
    Change vs previous 13F +24,886 shares

    0.01% of the 13F portfolio, value $1,433,330.

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

  2. period ended2026-03-31
    13F 33,238 shares
    Change vs previous 13F +9,584 shares

    0.01% of the 13F portfolio, value $827,969.

    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 23,654 shares
    Change vs previous 13F -8,747 shares

    0.01% of the 13F portfolio, value $593,241.

    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 32,401 shares
    Change vs previous 13F +1,216 shares

    0.01% of the 13F portfolio, value $814,248.

    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 31,185 shares
    Change vs previous 13F -450 shares

    0.01% of the 13F portfolio, value $780,572.

    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 31,635 shares
    Change vs previous 13F -6,397 shares

    0.01% of the 13F portfolio, value $786,439.

    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 38,032 shares
    Change vs previous 13F +17,134 shares

    0.01% of the 13F portfolio, value $923,789.

    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 20,898 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,057,433.

    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).