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Integrated Wealth Concepts LLC: SCHZ position timeline

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

Integrated Wealth Concepts LLC held 395,992 SCHZ 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 395,992 shares
    Change vs previous 13F +76,887 shares

    0.06% of the 13F portfolio, value $9,159,296.

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

  2. period ended2026-03-31
    13F 319,105 shares
    Change vs previous 13F +85,843 shares

    0.06% of the 13F portfolio, value $7,409,616.

    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 233,262 shares
    Change vs previous 13F -113,407 shares

    0.06% of the 13F portfolio, value $5,451,341.

    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 346,669 shares
    Change vs previous 13F +19,529 shares

    0.07% of the 13F portfolio, value $8,136,326.

    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 327,140 shares
    Change vs previous 13F +27,999 shares

    0.08% of the 13F portfolio, value $7,602,744.

    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 299,141 shares
    Change vs previous 13F -5,700 shares

    0.08% of the 13F portfolio, value $6,928,112.

    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 304,841 shares
    Change vs previous 13F +99,528 shares

    0.08% of the 13F portfolio, value $6,919,888.

    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 205,313 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $9,756,485.

    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).