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Disclosery

Integrated Wealth Concepts LLC: SCHY position timeline

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

Integrated Wealth Concepts LLC held 99,156 SCHY 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 99,156 shares
    Change vs previous 13F -7,210 shares

    0.02% of the 13F portfolio, value $3,146,225.

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

  2. period ended2026-03-31
    13F 106,366 shares
    Change vs previous 13F -2,571 shares

    0.03% of the 13F portfolio, value $3,367,565.

    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 108,937 shares
    Change vs previous 13F -4,164 shares

    0.04% of the 13F portfolio, value $3,248,517.

    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 113,101 shares
    Change vs previous 13F -17,926 shares

    0.03% of the 13F portfolio, value $3,160,060.

    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 131,027 shares
    Change vs previous 13F +2,816 shares

    0.04% of the 13F portfolio, value $3,583,578.

    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 128,211 shares
    Change vs previous 13F +9,701 shares

    0.04% of the 13F portfolio, value $3,253,981.

    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 118,510 shares
    Change vs previous 13F +21,415 shares

    0.03% of the 13F portfolio, value $2,739,956.

    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 97,095 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,540,988.

    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).