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Integrated Wealth Concepts LLC: SCHW position timeline

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

Integrated Wealth Concepts LLC held 65,440 SCHW 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 65,440 shares
    Change vs previous 13F +37,821 shares

    0.04% of the 13F portfolio, value $6,038,159.

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

  2. period ended2026-03-31
    13F 27,619 shares
    Change vs previous 13F +11,576 shares

    0.02% of the 13F portfolio, value $2,595,686.

    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 16,043 shares
    Change vs previous 13F -8,472 shares

    0.02% of the 13F portfolio, value $1,602,901.

    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 24,515 shares
    Change vs previous 13F +4,050 shares

    0.02% of the 13F portfolio, value $2,340,463.

    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 20,465 shares
    Change vs previous 13F +8,067 shares

    0.02% of the 13F portfolio, value $1,867,186.

    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 12,398 shares
    Change vs previous 13F +887 shares

    0.01% of the 13F portfolio, value $970,525.

    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 11,511 shares
    Change vs previous 13F -381 shares

    0.01% of the 13F portfolio, value $851,944.

    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 11,892 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $770,728.

    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).