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Integrated Wealth Concepts LLC: SCHX position timeline

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

Integrated Wealth Concepts LLC held 3,967,273 SCHX 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 3,967,273 shares
    Change vs previous 13F +479,547 shares

    0.76% of the 13F portfolio, value $116,756,833.

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

  2. period ended2026-03-31
    13F 3,487,726 shares
    Change vs previous 13F +335,793 shares

    0.71% of the 13F portfolio, value $89,425,291.

    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 3,151,933 shares
    Change vs previous 13F +15,546 shares

    1.01% of the 13F portfolio, value $84,818,509.

    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 3,136,387 shares
    Change vs previous 13F +30,300 shares

    0.74% of the 13F portfolio, value $82,612,441.

    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 3,106,087 shares
    Change vs previous 13F +94,281 shares

    0.76% of the 13F portfolio, value $75,912,760.

    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 3,011,806 shares
    Change vs previous 13F -50,993 shares

    0.78% of the 13F portfolio, value $66,500,666.

    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 3,062,799 shares
    Change vs previous 13F +2,044,917 shares

    0.82% of the 13F portfolio, value $70,995,674.

    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 1,017,882 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $69,063,262.

    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).