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Integrated Wealth Concepts LLC: SCHV position timeline

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

Integrated Wealth Concepts LLC held 254,346 SCHV 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 254,346 shares
    Change vs previous 13F -2,607 shares

    0.06% of the 13F portfolio, value $8,853,798.

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

  2. period ended2026-03-31
    13F 256,953 shares
    Change vs previous 13F +60,620 shares

    0.06% of the 13F portfolio, value $7,837,088.

    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 196,333 shares
    Change vs previous 13F -59,829 shares

    0.07% of the 13F portfolio, value $5,813,413.

    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 256,162 shares
    Change vs previous 13F -3,717 shares

    0.07% of the 13F portfolio, value $7,456,883.

    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 259,879 shares
    Change vs previous 13F +3,876 shares

    0.07% of the 13F portfolio, value $7,190,851.

    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 256,003 shares
    Change vs previous 13F +13,907 shares

    0.08% of the 13F portfolio, value $6,804,553.

    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 242,096 shares
    Change vs previous 13F +171,301 shares

    0.07% of the 13F portfolio, value $6,311,439.

    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 70,795 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $5,689,794.

    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).